Longreads + Open Thread
Sacks, Energy, Stuck Culture, AI Writing, Tech Right, Incentives, Yield Curves
Sacks, Energy, Stuck Culture, AI Writing, Tech Right, Incentives, Yield Curves
Plus! NuBank; DisnAI; AI Differentiation; AI and Clicks; Market Regimes
Plus! AI and IP; Concentration; It's Always ZIRP Somewhere; It's Always Eventually Ads; Digital Real Estate
Plus! Frauds; GPUs; Pair Trades; Inline Shopping; Meanwhile, in AI Ads
Plus! The Dollar; Full-Service VCs; Advertising; Tiny IPOs; Partnerships; Diff Jobs
YouTube, Breaking Bad, Vibecession, Excel, AI Adoption, Efficiency, Buffett Indicator
Plus! Cost of Capital; Performance Hurdles; Advertising; Netflixed!; Cost Cuts
Plus! Bugs, Lags, and Uncertainty; Industrial Policy; Diversification; Insiders; First-Party, Third-Party
Plus! Full-Stack; Market Compensation; Market Timing; Market Manipulation; ROI Cycles
Plus! Governance; Implementation Risk; Jailbreaking; In-Kind Deals; Revalued Inputs
What Ilya Sees, Bond Vigilantes, LLM Writers, EUV, Posner & Douglas, Research, Poverty, Practice
Plus! AI and Ads; Capital Structure and Distribution; Strategy; AI Ads, Redux; Moving Backwards