Longreads + Open Thread
Conscious AI, Usury, Roblox, Citadel, Founders, Vol Drag, Cat Bonds, Oil
Conscious AI, Usury, Roblox, Citadel, Founders, Vol Drag, Cat Bonds, Oil
Plus! Acquisitions and Divestitures; Bots and Delegation; Leverage; Margin Cadence; Strategic Investors
Plus! AI: Ads, Inevitably; Momentum; Volatility; OpenAI; Media Ecosystems
Plus! Diff Jobs; Anthropic; Mean and Variance; Fragmentation; Guidance; Slightly-Heterodox Center-X
Literature, Law, Vacuum Tubes, Consciousness, Discussions, Macro, Yuppies, Odyssey
Plus! Mobile Money; Efficient Frontiers; Contextual LLM Commerce; Denominators; Loyalty
Plus! Reverse-Engineering; Misdirection; They Always Charge Rent; Revaluation; Charity
Plus! Satoshis; Shorting; Supply Chain Attacks; The Longest Tail; Dispersion Trades
Plus! Weather; Adverse Selection; Compute, and P/S Ratios; Software PE; Automation and Utilization
Anabasis, Memory, Height, Neo-Brandeisians, Canceled, Capacity, Compute, Realism
Plus! Buy, Borrow, Reside; Due Process; A More Normal Mortgage Market; Slower; Bots
Plus! Portable Alpha; Fully Horizontal; Revenge Trades; AI and Spam; IIPO