Did IT Eat Apprenticeships?
Plus! Social Media Primitives; Social Ads; Intermediaries; The Missing Defaults; Prime Day
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What Happened to Working Your Way Up from the Mailroom?
Read this article →Plus! Crypto With a Ticker; M&A; AI as an Interface; Pump-and-Dump; Antitrust
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Longreads + Open Thread
Read this article →EDGAR, Confident LLMs, Reading, Research, Inflation, Synergy, Dalio
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Reasoning Models Don't Really Reason, But It's Fine: Computers Don't Really Think in 1s and 0s, Either
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Shortages Propagate to Complements
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What's the Long-Run Elasticity of Tariffs?
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Search Remains the Best Business in History
Read this article →Plus! Diff Jobs; Equity Market Vigilantes; Scale; Volatility; Tariff Impact; Splits and Synergies
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Longreads + Open Thread
Read this article →Latin, Timing, AI at Work, AI at the Movies, Misinformation, Secondaries, Chat
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Steelmanning Private Credit
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How Many Digital Identities do you Need?
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Chatbots Combine the Most and Least Viral Products
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Democratizing Complicated Financial Products is Inevitable, but Fraught
Read this article →Plus! Startup Fraud; Automation; Motivations; Ads; Utilization