Are We Already Building a Piecemeal AI Data Royalty Model?
Plus! Refounding; User Acquisition Costs; Data Sharing; Fees
Plus! Refounding; User Acquisition Costs; Data Sharing; Fees
Brands, Jobs, Patronage, The Renaissance, Culture, Drexel, Futures
Plus! Maturity Wall; Very Early-Stage Startups; Deploying AI; Momentum; Short-Termism
Plus! Talent Negotiations; Typos; Currency Depreciation; Capital Structure Arbitrage; World Models
Plus! Agents and Complements; Going Halfway Dark; Out-of-Sample; Class Consciousness; Feedback Loops
Plus! Where We Are in the Cycle; Insurer of Last Resort; Marketplaces and Routers; Getting a Bid; Talent; Diff Jobs
Gambling, Context, Media, Fermi Paradox, Intelligence, Endowments, Inequality, Blankfein
Plus! Big Airlines See Like a State; Crypto; Moderation in all Things; Private Credit and Market Timing; Oil
Plus! Lobbying; Growth; Black Boxes; SaaSpocalypse Update; AI Risk
Plus! Commoditizing the Complement; Talent Density; Thermostatic State Capacity and Anthropic; Merchant Banking; Negawatts
Plus! Diff Jobs; Fun Trades; Insiders; M&A; Two-Tier Rounds; Switching Costs
Cantor, Stripe, PE, AI and Software, English, Pair Trades, Crypto, Maps