Longreads + Open Thread
Crypto, France, Radio, Short Sellers, Prison, Airlines
All posts
In chronological order
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Snap and Multiple Networks
Unlock Premium to read this post →Plus! China's Manufacturing; Banks and Risk; Exchanges and Network Effects; Cash and Network Effects; Schmuck Insurance and the CHIPS Act
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The Yandex Source Code Leak: Search, Under the Hood
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Alpha and Operations
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Empiricism Disappears into the Black Box
Read this article →Plus! Back to Normal; Theoretical Profits; Ukraine and US Energy; "Altasia"; Rebirth of the Author; Diff Jobs
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Longreads + Open Thread
Read this article →Languages, Financial Infrastructure, Africa, Chicken, Trucking, Capital Allocation, Normans, Compounding
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B. Riley and the Fees Versus Trading Tradeoff
Unlock Premium to read this post →Plus! The SVB FAQ; Liquidation; Moderation; Round Numbers; Netflix's Price Adjustment
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Why Great Investors are Bad Quitters
Unlock Premium to read this post →Plus! Always an Ad Bull Market Somewhere; Rates Risk and Wine Loans; Recursively Fundable Products; Historical Data; AI
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Internal Software as a Competitive Advantage
Read this article →Plus! Copying; Performance; Un-IPO; Back to the Office; Why Private Equity?; Diff Jobs
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Longreads + Open Thread
Read this article →AI Economics; Industry & Academia; Google; Hacks; Rust; Just-in-Time; Inequality; Gates
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Kraft Heinz got the 3G Capital Treatment
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Three Stories of Ads and Scale
Unlock Premium to read this post →Plus! Law Chatbots; Scale-Based Fines; Predictable Revenue; AI: Product or Feature; Network Effects