Corporate Intelligence: When and Why Companies Spy
Plus! Open Source Economics; AI Limitations; AI and Jobs; Trump de-SPAC; Insourcing
Plus! Open Source Economics; AI Limitations; AI and Jobs; Trump de-SPAC; Insourcing
Plus! WeWork; The SPAC Alternative; Diamond Hands; Anthropic; Drone Delivery
Plus! Diff Jobs; Chatbots; Alpha Capture; Coreweave; Preannouncements; AI's ROI
Transformers, Perot, Dune, Magnetar, Theory, Alpha, Incentives, Trading
Plus! The Universal Interface (for Fraud, too); Drones March Onward; Deepfake Panic, Redux; Law Firms and Capital Structures; Retail Media's Cycles
Plus! Inflection, Deflected; Trailing Returns; The Other Kind of Bank Run; Non-Player Characters; Records Both Ways
Plus! Supply and Demand in Austin; The Friction and Media Model; Trading; Brands and Marketing; "Down is the new Up"
Plus! Petrodollar Recycling; Importing Talent; Self-Regulation; Apple/Google; Exits
North Korea, Fraud, Safety, Blackberry, Experts, Alpha, Aging, Banking
Plus! Digital Real Estate; The Fraud Time Warp; Native Ads; Negative Alpha; The X of Y
Plus! Stripe; ESG and IP Lock-In; Bidding the Basis Trade Narrative Goodbye; Meme Markets; Product Convergence, Continued
Plus! TikTok and Political Leverage, Continued; Cost Structures; The America Premium; Media and Scale; Noncompetes, in Letter and Spirit