The Case for Independent Fiscal Policy
Plus! COBOL; Catching a Falling Knife; Institutionalization; AI Schmuck Insurance Still Works; Fungibility
All posts
In chronological order
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The Middle Game: Routers at the Edge
Sign up for free to gain access →Plus! Diff Jobs; Cameras; Painting the Tape; Edge Cases; Leaning in to Leaning Out; Two-Tier Rounds
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Longreads + Open Thread
Sign up for free to gain access →Ingroups, Quakers, Scaling, Comp, Writing, Inflation, More Comp, U Chicago
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Tweaking the Software Engineer Labor Market
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The Strangely Reflexive SaaSpocalypse
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Death Markets
Sign up for free to gain access →Plus! Diff Jobs; Deployment; Table Stakes; Structuring; Money Laundering; Outsourcing
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Longreads + Open Thread
Sign up for free to gain access →Robinhood, Anthropic, Incentives, More Anthropic, College, Wealth, Risk, Count Zero
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Why People Who Work at Hedge Funds Sound Really Smart
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Secondhand LLM Psychosis
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On Crypto Cycles
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Living Forever is an Asset Allocation Problem
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Longreads + Open Thread
Sign up for free to gain access →Musk, 1929, AI, Straussianism, Fraud, Banking, Collusion, Microbes, Likes