Every Software Company Evolves Into an Identity Company
Plus! Back to the Office; Meta; De-Risking; Training a Replacement; Secure Software is a Universal Complement
All posts
In chronological order
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BloombergGPT and In-House Models
Unlock Premium to read this post →Plus! Third-Party; Pay-to-Win; Coasian Bargains; SVB, Redux; The PE Food Boom
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Dueling Over Platforms
Become a member to gain access →Plus! De-Googling; Reshoring; Attribution; Volatility; The State of AI Workers; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Deposit Insurance, Chamath, TropeTrainer, AI, Gambling, Schmuck Insurance, Indexing
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Ride-Sharing Companies Ruined Ride-Sharing Economics
Unlock Premium to read this post →Plus! Supply Chains; Non-Pure-Play AI; More Media Convergence; Favor Supply Chains; Competing on Price
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Stripe and the State of E-Commerce
Unlock Premium to read this post →Plus! Backwards Compatibility; AI & IP; Going Direct; First-Party Data; Contagion
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How Durable is the Pseudo Maturity-Mismatch Model?
Unlock Premium to read this post →Plus! Google Writes Some Travel Options; Risk Factors; The Next Wegovy; Cost Cuts; Media Convergence
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Bet-the-Company Ideas
Become a member to gain access →Plus! The Universal Second Language; Asset and Liability Management in Sports; Light Contagion; Buying Status; Shutting Down Banks
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Longreads + Open Thread
Become a member to gain access →Moore, Culture, AI and Media, AI Safety, Opaque ML, Factors, Baroque,
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First Citizens BancShares Plays the Cycle Right
Unlock Premium to read this post →Plus! Adaptable Supply Chains; Japan Update; Block; The Right Capital Structure; AI Articles?
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Why Legacy Media Wins in Podcasts
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Engineering a Bubble
Unlock Premium to read this post →Plus! What Recession?; What Recession, Cont.; Cap Structure; Fake Brands; Hard-to-Fake Signals