Longreads + Open Thread
OpenAI, Final Fantasy, Razors and Blades, Multistrategy, Risk
All posts
In chronological order
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The Nvidia Debate
Unlock Premium to read this post →Plus! Flexport; Generative Copy; Correlations; It's All Ads; Use-It-Well-Or-Lose-It
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WeWork's Bankruptcy-Without-Bankruptcy
Unlock Premium to read this post →Plus! Always a Bull Market Somewhere; Omnichannel; High-Risk Payments; The Flow of Information; Sellers and Buyers
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The Supply Chains of Bits and Atoms
Read this article →Plus! 7nm; New Yahoo; Red Teams and AI Unit Economics; Horizontal Expansion; Private Markets; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Automaticity, Kovner, AI, Transdigm, The Trade, Angels, Stalinism With Anarcho-Capitalist Characteristics
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The Dog Walking SPAC Is a Profitable Business With Shares Up 67% YTD
Unlock Premium to read this post →Plus! The Know-Everything App; Derivatives; The Amazon Model; Metals and Trust; Amazon Roll-Ups
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Hype is the Enemy of Churn Reduction
Unlock Premium to read this post →Plus! Bringing a Knife to a Gunfight; Investor Relations; R-Star; Collateral; Due Diligence
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AI is a Tactics-Versus-Strategy Tradeoff
Unlock Premium to read this post →Plus! Enterprise AI; Luxury Phones; 1.5-Sided Markets; Talent Pipelines; Alternatives
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Instacart is the Best and Worst Grocery Business Imaginable
Become a member to gain access →Plus! Diff Jobs; New Cities; Scraping; Klaviyo; Crowdfunding; Maturity Matching
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Longreads + Open Thread
Become a member to gain access →Elon, Factors, Nudges, Code, GLP-1s Agonists, Yield Curves, Boing, Diff Jobs
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ARM and Softbank's Financial Engineering
Unlock Premium to read this post →Plus! For Better and For Worse; Institutionalizing Investing; Employee Quality; Durable Companies; A Very Short-Lived Rally
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Stack Exchange After the AI Tidal Wave
Unlock Premium to read this post →Plus! Python in Excel!; Shrinkage; Refactoring; The Increasingly Endangered Public Company; Feature Parity