Why Hasn't Affirm Lost More?
Plus! Advice; Vertical Acquisitions; The ETF Curse; Aging Industries, Aging Founders; Bundles and Blank Pages
All posts
In chronological order
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Going to Zero
Unlock Premium to read this post →Plus! Audience of One; Bonds; "Nessie"; Switching by Increments; Emoji Reactions
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Inline AI and Devouring the Commons
Unlock Premium to read this post →Plus! A US Debt Crisis is the Best Variety of Bad News; App Convergence; Economic Convergence; Celebrity Endorsements; Elsewhere in Social
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Paradoxes of Productivity Growth
Become a member to gain access →Plus! New FTX; Apple Search; The IPO Window; Markets in Everyone; The Dollar; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →ATMs, Crypto, Crypto (Again), Databases, Economists, Me, Shareholder Letters, Tyco
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Is Twitter's Policy of Letting Users Fact-Check Ads Completely Insane?
Unlock Premium to read this post →Plus! Defining AI Property Rights; Going Horizontal; Mandatory Pivots; The Retroactive SPAC Crackdown; Strategic Acquisitions
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Amazon's Other Antitrust Paradox
Unlock Premium to read this post →Plus! Search and Game Theory; AR and VR; EV Partisanship; AI Hardware; Expensive Oil and Its Surprising Discontents
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Emotional Leverage
Unlock Premium to read this post →Plus! Newsletters, Ads, and Features; AI, Via Getty; Residuals; Multimodal Content; Pay-to-Post
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"Capital Light" is a Trait of the Cycle as well as the Industry
Become a member to gain access →Plus! Diff Jobs; Individual Bets and Risk Premia; Tinder's Price Discrimination; Smartphone Competition; The Partner-With-AI Arms Race; Mediocre Success
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Longreads + Open Thread
Become a member to gain access →VIX, Wrestling, AI Fiction, Tech Trees, Air Conditioning, Mortgages, Currency, Munger
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What Google Thinks of Google's Model
Unlock Premium to read this post →Plus! Money-as-a-Service; Exports; AI as a Complement; Equity Comp; Rolling Your Own
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A New Tech-Driven Middle-Income Trap
Unlock Premium to read this post →Plus! Making a Market; Pricing and Search; Ecosystem; Lobbying and Liquidity; AI, Writers, and Hollywood