Coming Clean
Plus! Commoditizing the Complement; AI-Based AI Detection; Crowdsourcing; AI Optimism; Underwriting Technical Risk
All posts
In chronological order
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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
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Selection Effects Make it Surprisingly Hard to Find Good Founders in Deep Tech
Unlock Premium to read this post →Plus! Distribution Wins; IP Leaks; More Full-Stack Media; Market Segmentation; SEO and LLMs
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What Happens When It's Priced In?
Unlock Premium to read this post →Plus! Representative Shareholder Democracy; Two Inflations; The Long Run; Evaporating Sanctions in Action; China's Real Estate
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It's Hard to Build a Durable Business Selling Durable Goods
Become a member to gain access →Plus! Wrappers and Layoffs; The Movies; Evaporating Sanctions; Bonds; Errors in Translation; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →AI Organizations, Solo Rogue Traders, Magic, Internet Culture, Twitter, Leverage, Nasdaq
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MarketAxess: Liquidity is Contagious
Unlock Premium to read this post →Plus! A Bull Market, Or Else; Mortgaging Assets, Buying Equity; Social Media Economics; Chase; Liquidity Fees and Critical Points
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Modeling the Slog
Unlock Premium to read this post →Plus! Airlines; A Gradual Metaverse; AI Keiretsu; Convergence; Meta and AI
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From Cost Advantage to Pricing Power
Unlock Premium to read this post →Plus! Theories of Private Equity; Rate Caps, Transaction Costs, and Gonzo Financial Journalism; Chips Going Green; Ownership; Rebalancing