Leveling and Leverage
Plus! Claude of War; Holdcos; AI Deployment; Disciplined Bidders; Funding Open Source
All posts
In chronological order
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Coming Next: The Great Caching
Unlock Premium to read this post →Plus! Unfriendly AI; Leads; Prediction Markets; Hedge Funds as Operating Businesses; Big Tech Sees Like a State
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The Case for Independent Fiscal Policy
Unlock Premium to read this post →Plus! COBOL; Catching a Falling Knife; Institutionalization; AI Schmuck Insurance Still Works; Fungibility
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The Middle Game: Routers at the Edge
Sign up for free to gain access →Plus! Diff Jobs; Cameras; Painting the Tape; Edge Cases; Leaning in to Leaning Out; Two-Tier Rounds
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Longreads + Open Thread
Sign up for free to gain access →Ingroups, Quakers, Scaling, Comp, Writing, Inflation, More Comp, U Chicago
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Tweaking the Software Engineer Labor Market
Unlock Premium to read this post →Plus! Memes and Money; Inference Futures; Low Transaction Cost Economics; The GAAPification of Big Tech; Ads
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The Strangely Reflexive SaaSpocalypse
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Death Markets
Sign up for free to gain access →Plus! Diff Jobs; Deployment; Table Stakes; Structuring; Money Laundering; Outsourcing
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Longreads + Open Thread
Sign up for free to gain access →Robinhood, Anthropic, Incentives, More Anthropic, College, Wealth, Risk, Count Zero
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Why People Who Work at Hedge Funds Sound Really Smart
Unlock Premium to read this post →Plus! Bonds; Franchises; The Public/Private Continuum; Facial Recognition; Second-Sources
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Secondhand LLM Psychosis
Unlock Premium to read this post →Plus! Lobbying; SPVs; Compliance; Backing Competitors; Monetizing AI
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On Crypto Cycles
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