Longreads + Open Thread
Chess, Stalin, Coal, Agency, Thesis Drift, Cyclicals, Oracle
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Figma: Saving the Best for Last
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McGraw-Hill's Quest for the Right Multiple
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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?
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Circle’s Complicated FX Trade
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Just-in-Time Food Trend Manufacturing
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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?
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Better Filters
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