Who Gets to Judge AI's ROI?
Plus! Agents and Complements; Going Halfway Dark; Out-of-Sample; Class Consciousness; Feedback Loops
All posts
In chronological order
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America Has a Comparative Advantage in Handling Global Disorder
Read this article →Plus! Where We Are in the Cycle; Insurer of Last Resort; Marketplaces and Routers; Getting a Bid; Talent; Diff Jobs
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Longreads + Open Thread
Read this article →Gambling, Context, Media, Fermi Paradox, Intelligence, Endowments, Inequality, Blankfein
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Corporate Endosymbiosis
Unlock Premium to read this post →Plus! Big Airlines See Like a State; Crypto; Moderation in all Things; Private Credit and Market Timing; Oil
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Insurer of Last Resort
Unlock Premium to read this post →Plus! Lobbying; Growth; Black Boxes; SaaSpocalypse Update; AI Risk
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The Era of Secret LLM Evals
Unlock Premium to read this post →Plus! Commoditizing the Complement; Talent Density; Thermostatic State Capacity and Anthropic; Merchant Banking; Negawatts
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Who Decides What AI Can Do?
Read this article →Plus! Diff Jobs; Fun Trades; Insiders; M&A; Two-Tier Rounds; Switching Costs
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Longreads + Open Thread
Read this article →Cantor, Stripe, PE, AI and Software, English, Pair Trades, Crypto, Maps
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Leveling and Leverage
Unlock Premium to read this post →Plus! Claude of War; Holdcos; AI Deployment; Disciplined Bidders; Funding Open Source
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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
Read this article →Plus! Diff Jobs; Cameras; Painting the Tape; Edge Cases; Leaning in to Leaning Out; Two-Tier Rounds