What Does it do to Crypto Prices if Everything's (Temporarily) More Hackable?
Plus! Positioning; FX; DIY Quants; M&A; Merchant Banking
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Who Hedges Where?
Read this article →Plus! Ads for Bots; Authenticity; The AI Race; Priority Disputes; Mission
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Longreads + Open Thread
Read this article →Funds, Slop, Schools, Lookism, Automation, Bots, Efficiency, Magnitogorsk
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Situational Awareness, Revisited
Unlock Premium to read this post →Plus! Cyber Risk; Capacity; Fraud; The Era of Big Swings; Deflation
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"Natty-or-not" for Everything
Unlock Premium to read this post →Plus! Liability; Drones; Prediction Markets With CCP Characteristics; Situational Awareness; AI
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Catalysts
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What We Periodically Relearn About Rent Control
Read this article →Plus! Backstops; Complements and Substitutes; Personality Hire; Commoditization; IPOs
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Longreads + Open Thread
Read this article →Scraping, Status, Reading, Roiding, Books, Coase, Surplus, Empire
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The Market Doesn't Sell Off on Excessive-Capex Concerns at the Top
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The Runaway Models
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The Baumol Bounce
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The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be
Read this article →Plus! The Other Net Present Value; Capitulation; Insurgent Advertising; Alignment; Math