Modeling the Slog
Plus! Airlines; A Gradual Metaverse; AI Keiretsu; Convergence; Meta and AI
All posts
In chronological order
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From Cost Advantage to Pricing Power
Unlock Premium to read this post →Plus! Theories of Private Equity; Rate Caps, Transaction Costs, and Gonzo Financial Journalism; Chips Going Green; Ownership; Rebalancing
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Was it Worth it for Facebook to Become Meta?
Become a member to gain access →Plus! Carbon Accounting; Social Mobility; To Replicate or To Replicate; Energy Transition; Financing; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Great Work, Titanium, GE, AI, Reader, CAPM, Amazon/Walmart
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Are Brick & Mortar Stores an Asset or Liability in E-Commerce?
Unlock Premium to read this post →Plus! Growth and Value Capture; Threads; Gradual Sanctions; Index Concentration; Bundling
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Nepotism and Comparative Advantage
Unlock Premium to read this post →Plus! Bundling; Full Stack Media; Japan; Threads; Superalignment
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AI Turns UGC into a PVP Zone
Become a member to gain access →Plus! Goldman; ETFs; Dispersion; Softbank; Contrarianism; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Bank Robbers, Baumol, Economic Freedom, Three, Reid Hoffman, S-1s, America, Hiring
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Oddity: It's an AI Company (That Monetizes with Makeup)! Or It's a Makeup Company With an AI Story
Unlock Premium to read this post →Plus! Super Apps and Low Rates; Round-Tripping and AI; Ratings and Incentives; Ad Blocking and Price Discrimination; Partnerships
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The O-Ring Theory
Unlock Premium to read this post →Plus! Learning by Doing; Financial Engineering; Economics of Cloning; Alternative Lending; MosaicML, Redux
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AI's Benefits Accrue to Incumbents, But This Makes AI Startups More Valuable
Unlock Premium to read this post →Plus! The Outsourcing Question; Getting Covenants Right; Automation; Distributed Delivery; AI News
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The Economics of Engineering Blogs
Become a member to gain access →Plus! Art Exchange; Fraud; Airlines; The Long Tail; Chinese IPOs; Diff Jobs