The Strangely Reflexive SaaSpocalypse
Plus! Post-Webpage; Accounting; Replacement; Extending the Model; Measuring Inputs
Plus! Post-Webpage; Accounting; Replacement; Extending the Model; Measuring Inputs
Plus! Diff Jobs; Deployment; Table Stakes; Structuring; Money Laundering; Outsourcing
Robinhood, Anthropic, Incentives, More Anthropic, College, Wealth, Risk, Count Zero
Plus! Bonds; Franchises; The Public/Private Continuum; Facial Recognition; Second-Sources
Plus! Lobbying; SPVs; Compliance; Backing Competitors; Monetizing AI
Plus! Feedback Loops; Reacceleration; Century Bonds; Meme Private Equity; The Ongoing Half-Buyout
Plus! Books; SPVs; Blockchain; National Balance Sheets; A Voluntary Y2K
Musk, 1929, AI, Straussianism, Fraud, Banking, Collusion, Microbes, Likes
Plus! Self-Regulation; Launch Day; Pricing and AI; Software Lending; Moving Up the Funnel
Plus! Network Effects; Ads; Price Discrimination; Link Rot; A Portfolio Approach
Plus! Trade; Deals; Competition; Store-of-Value Paradoxes; OpenAI
Plus! Diff Jobs; Strategic Investments; Media Form Factors; Fees; Critical Minerals; Brand Names