Longreads + Open Thread
Messaging Wars, Flexport, Emmett Shear, Japan, Harvard, The Riff, Acquisitions, Book Roundup
All posts
In chronological order
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AI-Second Organizations
Unlock Premium to read this post →Plus! War Economies; The Shape of the Bull Market; Beeper; Big Tech Sees Like a State; Deeper Audits
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Don't Fear the Basis Trade
Unlock Premium to read this post →Plus! Tech Pay; Gundo X and Political Ads; Risk Assets; Hardware Companies
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The Other Tech Company "Kill Zone"
Unlock Premium to read this post →Plus! Meanwhile in Antitrust; Front-Line Fraud Enforcement; AI and Multi-Modal Communications; Corporate Governance; Investor Nation
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How Should Higher Education Be Financed?
Become a member to gain access →Plus! Accredited Investors; Gambling on Gambling; Price Discrimination; In Play; Even More Product Convergence; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Consumption, Europe, COBOL, Second Products, Lego, Value, DuPont Formula, Germany
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Prologis: Running a Complex Distributed System of Atoms Rather than Bits
Unlock Premium to read this post →Plus! More Convergence; Building a Pod Shop; LLMs and Creativity; Pattern-Matching; Layers of Scams
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The Long Arc of Corporate Transparency
Unlock Premium to read this post →Plus! Two Kinds of AI Rentiers; Omnichannel; Decline of 18%/20%/25%; Inline AI; Outsourcing by Degrees
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The Decline of "Menu Costs" (For Some)
Unlock Premium to read this post →Plus! Integrated Business Models; Nvidia's AI Feedback Loop; Inputs; Automation is hard; Trade
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Graduating to Parallelized Strategies
Become a member to gain access →Plus! AAI; OpenAI; Twitter; Pod Shop Math; Privacy, Security, and Monopoly; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Cars, Trading, Munger, Hiring, The Diff, Funds, Proxies, ChatGPT
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McDonald's and the Varieties of Scale
Unlock Premium to read this post →Plus! P(Doom); Gemini, Redux; Deepfakes; Expected Returns; Taxing Subsidies