Where in the Stack Does AI Live?
Plus! Valuation Multiples; Inside and Outside; AI and Funding Advantages; Bootstrapping; WeWork
All posts
In chronological order
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LLMs and Communicating in More Dimensions
Become a member to gain access →Plus! Cruise's Asymptotes; Shrinkage; Open Source Economics; Derivatives and the Underlying; Shorting; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Japan, AI, Memeing and History, TFR, Dividends
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A Rollercoaster Ride to Industry Consolidation
Unlock Premium to read this post →Plus! A Short Story That Hasn't Ended Yet; Tipping Elasticity; A/B Testing; Zombie Hunting; Round-Tripping
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Write Your Own Catalyst
Unlock Premium to read this post →Plus! Bridgewater; Rationing; Mobile-First; Expensive Queries; Two-Sided AI
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The Importance of Chrome
Unlock Premium to read this post →Plus! Booms and Busts; Black Boxing; Economic Monocultures; Currency Momentum; X/2
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The Long, Long View of Interest Rates
Become a member to gain access →Plus! Diff Jobs; Insiders; Threads; Where the Pandemic Didn't Happen; Leftovers; Opportunity Cost
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Longreads + Open Thread
Become a member to gain access →FTX, China, Microsoft, Malthus, Growth, Real Money, Cooperman
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There Is a Great Deal of Ruin in a Social Network
Unlock Premium to read this post →Plus! Platforms; Graphite; Goldman Sachs, Macro Consultancy; Search and Game Theory; Big Tech Sees Like a State
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Commodity-Linked Bonds
Unlock Premium to read this post →Plus! Subscriptions and Ads; Mini-Tenders; Twitter Debt; Anti-Disinfo-as-a-Service; Royalties and the Very Long Tail
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Lower Transaction Costs Mean Passive Portfolios Should Diversify More and Active Portfolios Should Diversify Less
Unlock Premium to read this post →Plus! Convoy; Ideology and Returns; Food Halls; Transparency and the S-Curve; In Defense of Oil and Gas
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The Economics of Startup Swag
Become a member to gain access →Plus! Diff Jobs; Trappings of Success; Globalization and the Movies; AI & IP; AI & Religion; Innovator's Dilemma Epicycles