N > 1
Plus! AI: Ads, Inevitably; Momentum; Volatility; OpenAI; Media Ecosystems
All posts
In chronological order
-
Unlock Premium to read this post →
-
What Does it Mean to Have a Trillion Dollars?
Read this article →Plus! Diff Jobs; Anthropic; Mean and Variance; Fragmentation; Guidance; Slightly-Heterodox Center-X
-
Longreads + Open Thread
Read this article →Literature, Law, Vacuum Tubes, Consciousness, Discussions, Macro, Yuppies, Odyssey
-
Bending Spoons' High-ROI Nostalgia Menagerie
Unlock Premium to read this post →Plus! Mobile Money; Efficient Frontiers; Contextual LLM Commerce; Denominators; Loyalty
-
What is an Index For?
Unlock Premium to read this post →Plus! Reverse-Engineering; Misdirection; They Always Charge Rent; Revaluation; Charity
-
The Median App and the Median User-Minute
Unlock Premium to read this post →Plus! Satoshis; Shorting; Supply Chain Attacks; The Longest Tail; Dispersion Trades
-
It's Maturity Transformation All The Way Down
Read this article →Plus! Weather; Adverse Selection; Compute, and P/S Ratios; Software PE; Automation and Utilization
-
Longreads + Open Thread
Read this article →Anabasis, Memory, Height, Neo-Brandeisians, Canceled, Capacity, Compute, Realism
-
AI Hardware Dutch Disease
Unlock Premium to read this post →Plus! Buy, Borrow, Reside; Due Process; A More Normal Mortgage Market; Slower; Bots
-
The Era of the Vol-Farming Celebrity
Unlock Premium to read this post →Plus! Portable Alpha; Fully Horizontal; Revenge Trades; AI and Spam; IIPO
-
Funding Sources
Unlock Premium to read this post →Plus! Epicycles; Shorting; Network Effects; Hacks; Hot Stock Tips
-
Using AI for Writing like a Responsible Adult
Read this article →Plus! Granular Price Discrimination; ETFs; Form Factors; Training Data