Volatility in a Financialized Economy
Plus! Gemini and the Model Race; And on the Hardware Side...; Elasticities; Tweaking Momentum; Carrots, Sticks, and Policy Leverage
All posts
In chronological order
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A Financial Self-Destruct Button
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In Investing, and in Life, The More Timeless the Discovery the More It's a One-Off Gain
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Longreads + Open Thread
Become a member to gain access →Nvidia, EA, Compliance, Flo, Knowledge, Facebook
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Invasion of the Byline-Snatchers
Unlock Premium to read this post →Plus! Geographic Arbitrage; Retail; The Slow Grind of the Roll-Ups; AI as an Interface; $1 Trillion's a Crowd
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Startup Equity Comp as a Way to Exploit Wide Bid-Ask Spreads
Unlock Premium to read this post →Plus! "I have nothing to add"; Jack Ma's Southern Tour; Value Capture; Atoms and Bits; Methane Metrics
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A General Theory of Product Convergence
Unlock Premium to read this post →Plus! China's Back!; Division of Labor; Lead Generation; Rolling Up Amazon Roll-Ups; Currency Crises, Globalization, and Tech
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Can Argentina Dollarize? Should They?
Become a member to gain access →Plus! Diff jobs; 0DTEs; Corporate Politics; Ads and Sports; AI Creating Jobs; Marketing Real Estate
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Longreads + Open Thread
Become a member to gain access →Stop Losses, Insurance, Google, Napoleon, Genomics, Counterparties, OpenAI, eBoys
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Governance and Machiavellian Equilibria
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The Cash Flow of Government Funding Agencies
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Risk: Too Much, Too Little, the Wrong Kind, or the Wrong Measure?
Become a member to gain access →Plus! OpenAI's Oops D'Etat; Meta; Unit Economics and the Japanese Labor Force; Cruise; Growth and Corruption