AI-Enabled Professional Services Businesses as a Late-2020s Story
Plus! Confluence of Interest; Prediction Market Risk Premia; Feedback Loops; Automation; Options
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Routers, Apps, AGI
Read this article →Plus! Diff Jobs; Peripheral Bets; Fragmentation and Industry Maturity; Deepfakes as Pull Quotes; Benchmarks; Platforms
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Longreads + Open Thread
Read this article →Intelligence, Depression, Reserve Assets, TV, Generative Video, Fraud, Selling Data, 1929
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De-Globalizing Global Labor Markets in Punditry
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Legacy Software as a Labor Union
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K Street to Wall Street
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In Defense of Generative Video Accelerationism
Read this article →Plus! Notifications; IP; Hyperliquidated; DOGE; Painting the Tape; Diff Jobs
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Longreads + Open Thread
Read this article →SBF, Books, Dell, Rockefeller, Fowler, Industrial Policy
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It's Platform Risk All the Way Down
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AI Deployment as Alpha Capture for Everyone
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OpenAI as an Infrastructure Fund
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Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves
Read this article →Plus! Diff Jobs; AI Efficiency; Dollar Diplomacy; Sora; Capital Structure; Reshoring Paradoxes