Longreads + Open Thread
SBF, Books, Dell, Rockefeller, Fowler, Industrial Policy
All posts
In chronological order
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It's Platform Risk All the Way Down
Unlock Premium to read this post →Plus! Expanded Universes; Capex; Compute; Insiders; Concentrated Liquidity
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AI Deployment as Alpha Capture for Everyone
Unlock Premium to read this post →Plus! Proprietary Data; Missing Money; More Vendor Financing; Shipping Speed; What is the Market Saying Right Now?
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OpenAI as an Infrastructure Fund
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Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves
Read this article →Plus! Diff Jobs; AI Efficiency; Dollar Diplomacy; Sora; Capital Structure; Reshoring Paradoxes
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Longreads + Open Thread
Read this article →Tech PR, The Grid, Writing, Communism, LTCM, Shareholder Democracy, Malone, Invading Arrakis, Economic Growth
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Alpha by Implication
Unlock Premium to read this post →Plus! Visible Everywhere, Including the Productivity Statistics; Cycles; Attach Rates; Insourcing and Outsourcing; Price and Legitimacy
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Wealthfront as a Platonic Financial Intermediary
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What do AI Agents Want?
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Media Gluts Happen at the Level of Distribution, not Content
Read this article →Plus! Diff Jobs; Headline Risk; The Crypto Treasury Trade; The Paradox of Decentralization TikTok; Signal and Noise in Credit
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Longreads + Open Thread
Read this article →Peterffy, LLMs, Mr. Beast, Post-Literacy, Bookstores, Vendor Financing, Games, Buckley
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Who is HFT Good For?
Unlock Premium to read this post →Plus! Push vs Pull in AI; Endless Video; Tariffs!; Crypto Treasury; Abstract DOGE