Longreads + Open Thread
Real Estate, Secrets, A/B Testing, China, Stagnation, Demographics
All posts
In chronological order
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Slicing Up the AI Capital Structure
Unlock Premium to read this post →Plus! Talent Acquisition; Ex-X; Search is a Multiplayer Game; Collateral (And Reputational Stop Losses); AI and IP
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Worldcoin Adds a Crypto Primitive
Unlock Premium to read this post →Plus! It All Evolves Into Ads; Deskilling; Short Selling; More Hedge Fund Institutionalization; Optimizing with AI
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Maximizing Compounding Versus Maximizing Gross Wealth Creation
Unlock Premium to read this post →Plus! Supply Chains; The IPO Window; SBA; Distribution Alone?; AI and Higher Ed
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You Hate The Products You're An Early Adopter Of Because of Invisible Base Rates and Anthropic Bias
Become a member to gain access →Plus! Diff Jobs; The Big Tech Cycle; Chinese Consumer Internet Competition With American Characteristics; Reallocating; Durables; Crypto Use Cases
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Longreads + Open Thread
Become a member to gain access →Precision, Art, Psychic Scams, Attention, Scenius, Discount Rates, Macquarie, Tech Adoption
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Venture Math and Venture Market Structure
Unlock Premium to read this post →Plus! Hedge Fund Institutionalization; Convergence; Transmission Mechanisms; Refocusing; Getting the Data
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Coming Clean
Unlock Premium to read this post →Plus! Commoditizing the Complement; AI-Based AI Detection; Crowdsourcing; AI Optimism; Underwriting Technical Risk
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Expect More Elephant Graphs
Unlock Premium to read this post →Plus! Planned Economy With Speculative Characteristics; Bubble Tea; More Text Sharing Competition; IP Rights; Reshoring
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Don't Get Addicted to Fantasy Economics
Become a member to gain access →Plus! Diff Jobs; Exporting Clean Energy; Reverse Turing Tests; Syndicate Economics; Integration; Data
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Longreads + Open Thread
Become a member to gain access →Learning, Industrial Revolution, Britain, China, Anthropic, Paper
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Netflix Cuts and Raises Prices at the Same Time
Unlock Premium to read this post →Plus! Anomalies; "Reshoring" in Russia; Price Discrimination; AI; An All-Time High