Longreads + Open Thread
Bhutan, Espionage, Regulatory Capture, Art, Documents, Coordination, Missing Billionaires
All posts
In chronological order
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Middle-of-the-Continuum Companies
Unlock Premium to read this post →Plus! Adani; OpenAI; Retail Investors; Data Businesses and Penn & Teller Marketing; Prime Brokers
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Rigor is Everywhere, But Not Expressed Consistently
Unlock Premium to read this post →Plus! Recurring Revenue; Disclosure and Alpha; Merger Waves; "Buy Again"; Uber and Logistics
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When Should Job Interviews Use Games?
Unlock Premium to read this post →Plus! Living and Dying by Game Theory; Password Economics; Tax Refunds and Platform Economics; Jocks and Range Restriction; The Vanishing Crypto Bailout Fund
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Predicting, and Knowing What to Predict
Become a member to gain access →Plus! FTX Addenda; Slack and M&A Integration; The Global Meme Stock Rally; Shrinkage; The Coasian Border in Ridesharing; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Lewis, Replication, Taxonomies, Graphs, College, TMT, SBF, Words
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Why Hasn't Affirm Lost More?
Unlock Premium to read this post →Plus! Advice; Vertical Acquisitions; The ETF Curse; Aging Industries, Aging Founders; Bundles and Blank Pages
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Going to Zero
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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