AI is a Tactics-Versus-Strategy Tradeoff
Plus! Enterprise AI; Luxury Phones; 1.5-Sided Markets; Talent Pipelines; Alternatives
All posts
In chronological order
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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
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The Market for Intermittently-Useful Information
Unlock Premium to read this post →Plus! The Bank Bundle; Omnichannel; "AI"; More on China; The New Goldman
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Should We Expect Valuations to Mean-Revert Over Time?
Become a member to gain access →Plus! Diff Jobs; Sushi; Modeling Demand; China's Debt; Coevolution and Pulling Up the Ladder; The Venn Diagram Career
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Longreads + Open Thread
Become a member to gain access →Spacecraft Design, Cutting Losses, 2012, Science in China, Oil CEOs, 13Fs, VC
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Segmented Markets, in Homes, Companies, and Comp
Unlock Premium to read this post →Plus! The Employer of Last Resort; Beware the Greeks!; Splinternet; NFTs; SpaceX Economics
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The Industry Demographic Transition Lottery
Unlock Premium to read this post →Plus! Price Discrimination; What Money Doesn't Solve; Veto Power; How to Build; Forgettable Subscriptions
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Mortgage Portability and Other Lessons from the Danish Housing Market
Unlock Premium to read this post →Plus! Viral Fraud; Energy Demographics; Price Caps; Buying Low; Recruiting
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Inside the Decline of Stack Exchange
Become a member to gain access →Plus! The Other X; Refinancing China; The Activist Short Death Spiral; Rebundling; Fitness Bands; Diff Jobs