Longreads + Open Thread
Econometrics, Art, Venture, Stack Overflow, Violence, Converts, 1949
Econometrics, Art, Venture, Stack Overflow, Violence, Converts, 1949
Plus! Fundraising; People Search; Stuff; Death Spirals; AI and Pay
Plus! Pigouvian Spam Taxes; Spinoffs; RCTs; Tricolor; Ads
Plus! Licensing; Pigouvian Taxes; Accidental Volatility Laundering; Commissars; ... And Such Small Portions!
Plus! Liquid Content; Rapid Vesting; All-Time Highs; Tariffs and Predictions; Moving Down the Funnel
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