THE DIFFAI Agents Save Users Money But Probably Won't Raise Savings Rates
Plus! Horizontal Businesses; Oligarchy; Neolabs; Talent Shuffling; Volume
The archive
The Backlog
Company profiles, markets, strategy, and the connections between them.
All issues
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Market Breadth and Transformative Technologies
Plus! Integration and Defaults; Continuation Funds; The Router Efficient Frontier; Buildouts; RSI
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Blurred Minds
Plus! Capabilities; Prediction Markets; Media; The Other Kind of Alignment; Ads
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Forward Deployed
Plus! Felonybench; Frontier Capabilities; SEO; Company Demographic Pyramids; Fighting for Inference; Diff Jobs
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Longreads + Open Thread
Zuck, New Guinea, Time, Trash, Bugs, Japanese Warrants, Globalization
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In AI Exposure, Sometimes Worse is Better
Plus! Measuring Private Credit; Joint Ventures; Fast Following; Closed Loops; Bubbles
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The Meta Safety Model
Plus! Accelerating; The IPO Premium; Backups; Adjusted EBITDA; Amortization
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Airbnb's Mezzanine Financing Strategy
Plus! What Gets Paced; Counterparties; Sanctions, In Practice; The Inequality Business; Data Moats
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The Economics and Politics of Pacing the Frontier
Plus! Diff Jobs; Reflexive Funding; Insider Trades; Reference Implementation; Margins; Law Enforcement
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Longreads + Open Thread
Emerging Markets, Wishful Thinking, AI Detectors, Growth, 9/11, Rates, Quotes
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Audio Fixed—Oura: Moats, Bundles, Complications
Plus! Megafunds; Look-Through Financing; Throttling; Decelerating
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AI Growth is Visible in GDP, If You Squint Right
Plus! IP Bootstrapping; Provenance; State Hypercapitalism; Ads and Routers; Moonshots