A Long Cycle for Hurdle Rates?
Plus! Brand Extension; Enforcement; Outsourcing; Bundling; Newsletters
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In chronological order
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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
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Unavoidable Drawdowns
Become a member to gain access →Plus! Dumb Money; Adversarial Environments; Coasian Bargains in Immigration; Asset Allocation; Lock-In; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Minksy, AI, Platforms, Streaming, Price Controls, Deflation, The Ottomans
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Opera and the AI Challenge
Unlock Premium to read this post →Plus! Financing Coal; Managing the Liability; How Momentum Works; Bridging the Quarter; Meta on Apple's Metaverse
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Sequoia's Split and Why Durable Investing Franchises are so Hard
Unlock Premium to read this post →Plus!Arbitrage; AI Regulating AI; Instagram's Content and Coverage; Ad Load; A Meme Stock or Not?
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Is Clever Deal Structuring a Fun Side Hustle or a Core Driver of Wealth Accumulation?
Unlock Premium to read this post →Plus! Goggles; Binance; Zero-Day Options; Defensive API Businesses; A Business Recession
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In Defense of Made-Up Metrics
Become a member to gain access →Plus! Scaling the Non-Scalable; VR and Platform Ownership; What is a Bank?; The Non-Recession Recession, in One Graph; Going Direct; Diff Jobs