Longreads + Open Thread
Lovecraft, Neural Networks, Scale, Privacy, Crime, Price Discrimination, FDIC
All posts
In chronological order
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The State of Amazon
Unlock Premium to read this post →Plus! Amazon and AI; Bull Markets; Tech Convergence; A Gradual LBO; Gold!
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Every Software Company Evolves Into an Identity Company
Unlock Premium to read this post →Plus! Back to the Office; Meta; De-Risking; Training a Replacement; Secure Software is a Universal Complement
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BloombergGPT and In-House Models
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Dueling Over Platforms
Become a member to gain access →Plus! De-Googling; Reshoring; Attribution; Volatility; The State of AI Workers; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Deposit Insurance, Chamath, TropeTrainer, AI, Gambling, Schmuck Insurance, Indexing
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Ride-Sharing Companies Ruined Ride-Sharing Economics
Unlock Premium to read this post →Plus! Supply Chains; Non-Pure-Play AI; More Media Convergence; Favor Supply Chains; Competing on Price
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Stripe and the State of E-Commerce
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How Durable is the Pseudo Maturity-Mismatch Model?
Unlock Premium to read this post →Plus! Google Writes Some Travel Options; Risk Factors; The Next Wegovy; Cost Cuts; Media Convergence
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Bet-the-Company Ideas
Become a member to gain access →Plus! The Universal Second Language; Asset and Liability Management in Sports; Light Contagion; Buying Status; Shutting Down Banks
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Longreads + Open Thread
Become a member to gain access →Moore, Culture, AI and Media, AI Safety, Opaque ML, Factors, Baroque,
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First Citizens BancShares Plays the Cycle Right
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