Longreads + Open Thread
Mirai, Protestants, Postwar, Defaults, Discount Rates, Crowding, The Riff, Romney
All posts
In chronological order
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DraftKings and Legislating from the Boardroom
Unlock Premium to read this post →Plus! Short-Termism; It's Always Eventually Ads (Unless It's Paywalls); Sanctions and Sanctions; Reorgs; Short-Selling Bans
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Meme Stocks and Pod Shops Reshape the Market
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Subscriptions, Ads, and Rent
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What Do Proof-of-Work and Proof-of-Stake Really Prove?
Become a member to gain access →Plus! Diff Jobs; Social Network Nuances; The Cost of Dropping Ads; Credit Outlook; Investment Niches; Wages
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Longreads + Open Thread
Become a member to gain access →Ad Economics, Chavez, Economies, OpenAI, Investing, Advice, Kissinger, Dalio, War
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Collecting the Gartner Tax
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What's the Matter With Bridgewater?
Unlock Premium to read this post →Plus! A Sign of the Times; Network Effects; AI and Ads; More Black-Boxing; Tree Shortage
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Where in the Stack Does AI Live?
Unlock Premium to read this post →Plus! Valuation Multiples; Inside and Outside; AI and Funding Advantages; Bootstrapping; WeWork
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LLMs and Communicating in More Dimensions
Become a member to gain access →Plus! Cruise's Asymptotes; Shrinkage; Open Source Economics; Derivatives and the Underlying; Shorting; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Japan, AI, Memeing and History, TFR, Dividends
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A Rollercoaster Ride to Industry Consolidation
Unlock Premium to read this post →Plus! A Short Story That Hasn't Ended Yet; Tipping Elasticity; A/B Testing; Zombie Hunting; Round-Tripping