Longreads + Open Thread
Simons, Books, Software, AI Ghosts, Sea People, Amazon, Financial Literacy, IBM
All posts
In chronological order
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Raspberry Pi, The Last Personal Computer
Unlock Premium to read this post →Plus! Outages, and the Cadence of Network Effects; App Stores' Political Economy; Transparency; Supply and Demand; The Long Generation
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Nubank and Coding to Reduce Entropy
Unlock Premium to read this post →Plus! AI, in Depth and Breadth; Reputation Arbitrage; Strategic Housing Reserve; Scope 4; Splinternet
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Intelligence in the Right Increments
Unlock Premium to read this post →Plus! Temu and the Equity/Preferred Question; Collusion; IP and PR; Pod Shops; Meme Stocks, Again
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Invisible Efficiencies
Sign up for free to gain access →Plus! Diff Jobs; Making a Market; Outsourcing; Multicloud Can Frackers Collude?; Infrastructure; Area Man Tweets
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Longreads + Open Thread
Sign up for free to gain access →China, Inequality, 401(k)s, AI, Content, Counterparties, Costco, McLuhan
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The NYT: Unbundling, Rebundling, and the Changing Shape of Media Distribution
Unlock Premium to read this post →Plus! AI and Distribution; No Bad Publicity; Bootstrapping a Network; Social Primitives and Building Recommendation Systems; Supply Chains in Russia
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The Case for Amazon Launching an Airline
Unlock Premium to read this post →Plus! The Accidental Strategic Crypto Reserve; BREIT!; The Corpus Must Grow; The Privacy Efficient Frontier; Bundles of Bundles
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Retail Participation in the Market is Cyclical
Unlock Premium to read this post →Plus! Preferred, not Common; Data Repositories; Law and Entertainment; Sharing Networks; Detecting AI
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Martingale Beliefs
Sign up for free to gain access →Plus! Martingale Beliefs; Diff Jobs; Country Equity; Costs and Benefits; Continuation Funds; Deepfaking the Dead and the Last Generation of Celebrities; Mature Financial Systems
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Longreads + Open Thread
Sign up for free to gain access →Shorting, Archegos, Journalism, Mercenaries, Rust, Moonshots, AI, Reformation
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A Logistics Network is a Distributed System
Unlock Premium to read this post →Plus! Engineering (A Little) Reflexivity; Price Discrimination; Ad Cycles; Power; Power, Cont.