Reserve Currency, Revisited
Plus! Trade; Deals; Competition; Store-of-Value Paradoxes; OpenAI
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What Kills Cartels?
Read this article →Plus! Diff Jobs; Strategic Investments; Media Form Factors; Fees; Critical Minerals; Brand Names
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Longreads + Open Thread
Read this article →Moltbook, AI and Kids, Tudor Protectionism, Reading, Tucker Carlson, Securitized GPUs, Soviet Traders, Tooze
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One Musk Company, or Many?
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School, Major, GPA (Or Proof-of-Work)
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Re-Meming
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The Efficient Frontier of Automation
Read this article →Plus! Negotiations; The Line Segment; Tokenized Trading; Financial Engineering; Trump Straddle
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Longreads + Open Thread
Read this article →Cancer, Water, Religion, Tooze, Weiss, Land, Diff Jobs
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Learning to Act Token-Rich
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Software/Hardware Feedback Loops
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Just Like 2007 (In a Good Way)
Read this article →Plus! Diff Jobs; Asset Heterogeneity; Ads; Sales and Marketing; Breadth; More Convergence
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Longreads + Open Thread
Read this article →Scott Adams, WhatsApp, WASPs, Leo XIV, Pólya, Writing, Assumptions, Karp