Oddity: It's an AI Company (That Monetizes with Makeup)! Or It's a Makeup Company With an AI Story
Plus! Super Apps and Low Rates; Round-Tripping and AI; Ratings and Incentives; Ad Blocking and Price Discrimination; Partnerships
All posts
In chronological order
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The O-Ring Theory
Unlock Premium to read this post →Plus! Learning by Doing; Financial Engineering; Economics of Cloning; Alternative Lending; MosaicML, Redux
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AI's Benefits Accrue to Incumbents, But This Makes AI Startups More Valuable
Unlock Premium to read this post →Plus! The Outsourcing Question; Getting Covenants Right; Automation; Distributed Delivery; AI News
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The Economics of Engineering Blogs
Become a member to gain access →Plus! Art Exchange; Fraud; Airlines; The Long Tail; Chinese IPOs; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Vapes, Markets, Growth, Nolan, Marx, Minsky, Company-States, Hurdle Rates
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Why is a Sub-$10 IPO Price the Financial Kiss of Death?
Unlock Premium to read this post →Plus! Defensive Open Source; Owning Platforms; Secondary Investments; AI Deployment; Location, Location, Location
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A Long Cycle for Hurdle Rates?
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Reddit and Platform Politics
Read this article →Plus! The Boomer Market; Network Effects; Direct to Retail; Strategic Investing; ByteDance and AI; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Drexel, Technology, Statistics, Discount Rates, Subconscious, Analysts, More Technology
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Shell and Managing for Decline
Unlock Premium to read this post →Plus! When the Tide Comes Out; Crypto's Long March; The Cloud and Financial Metastability; Support; Complements
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Where Does Stripe Go From Here?
Read this article →Plus! Deal Flow; Proprietary Data; BeyoncĂ©flation; Pricing and Local Maxima; Funds and Spoils
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Expect the "Deployment Phase" of AI to Take a Surprisingly Long Time
Unlock Premium to read this post →Plus! Fixed Costs in Food Delivery; Naked Shorting; Reddit; Pizza; Hedging and Strategic Assets