What We'll Lose With AI
Plus! Platforms and Reputation; General-Purpose Technologies; Court Politics; Post-Ozempic Snacking; The Next Phase of Crypto Treasury Strategies
All posts
In chronological order
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Longreads + Open Thread
Read this article →Chess, Stalin, Coal, Agency, Thesis Drift, Cyclicals, Oracle
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Figma: Saving the Best for Last
Unlock Premium to read this post →Plus! The Waymo Balance Sheet; Adverse Selection in Hiring; Adverse Selection in Marketing; Factors; Growth
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McGraw-Hill's Quest for the Right Multiple
Unlock Premium to read this post →Plus! Price Parity; Crypto; Coasian Businesses; Outsourcing; Hardware
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In Defense of the Ad Economy
Read this article →Plus! Diff Jobs; Wage Elasticity; Coopetition; Capital Structure; Market Breadth; Playing Chicken
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Longreads + Open Thread
Read this article →Alpha School, Thiel, Reading, Cruise Ships, China, Dalio, AI, Genghis Khan
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How Much of the Economy Will be an AI Sandwich?
Unlock Premium to read this post →Plus! Full-Stack Synergy; Catch-Up Growth; All-Time Highs; Celebrity Scarcity; The Case for Cluely
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Circle’s Complicated FX Trade
Unlock Premium to read this post →Plus! Delivery; AI; Staying Human; Distribution; Latency
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Just-in-Time Food Trend Manufacturing
Unlock Premium to read this post →Plus! Chips and Supply Chains; Deployment; Popularity Contests; M&A; Trade
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Gonzo Startups
Read this article →Plus! Diff Jobs; Don't Bet on a Third World War; Perplexity; Equity Compensation; Hiring; LLM SEO!
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Longreads + Open Thread
Read this article →Cryonics, Gas, Fiction, Compaq, Dollars, Margins, Bandwidth
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Were Forward-Deployed Engineers Designed as the Ideal CEO Training?
Unlock Premium to read this post →Plus! Funds; AI; Business and Politics; The Trade Map; The Dollar