Staying Calibrated
Plus! Diff Jobs; Transparency; Disclosure; Credit Ratings; AI Jobs; Branding Inference
All posts
In chronological order
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Longreads + Open Thread
Read this article →Loans, Aztecs, Robotics, Research Fraud, Moritz, Resorts International, The AI Trade, Cohn
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Deflating Trust
Unlock Premium to read this post →Plus! The Subscription Stabilizer; Externalities; Schelling Points Very Different from Ours; In-kind Payments; Fractal Media
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AI Doom as an Accounting Problem
Unlock Premium to read this post →Plus! AI Spend; Cheap Tokens; Alternative Assets; Strategic Acquisitions; Sum-of-the-Parts
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Imperfectly Enforced Rules Create Bad Local Maxima
Unlock Premium to read this post →Plus! Ads; Marketing; Pricing; Take Rates; SPVs
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The Surprisingly Weak IPO-Housing Effect
Read this article →Plus! Diff Jobs; Bottlenecks; More Bottlenecks; Disjoint Models; Aligning Incentives; Momentum
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Longreads + Open Thread
Read this article →SPR, Speed, Driving, Learning, USV, Diversification, Financial Engineering, Rickover
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The HuggingFace Post-Mortem: Entomological Agents
Unlock Premium to read this post →Plus! Rates; Coopetition; Supply Chains; Pivots; Liquidity
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Legislating from in Front of the Bench
Unlock Premium to read this post →Plus! Accidental AI Plays; Overhangs; Safety/Privacy Tradeoffs; Complements; Scraping
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Data Flow
Unlock Premium to read this post →Plus! Microcaps; AI Safety with Muskian Characteristics; Invisible Infrastructure; Bonds; Stability
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Ad-Supported Platforms are a Unique Antitrust Problem
Read this article →Plus! Diff Jobs; Brittle Buyers; Rates; Substitution Effects; Demand; Trades
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Longreads + Open Thread
Read this article →Ice, Bankruptcy, Collateral, Craziness, Venture, Investing, Overvaluation, Drexel