Understanding Anthropic
Plus! Pulled IPOs; Non-Fungibility; The News Business; Opt-Outs; Writing
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Longreads + Open Thread
Read this article →Caro, Iron, Civilization, Books, AI, Tranches
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Argumentum ad LLM
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Why Do AI Labs Follow the Zaibatsu Model?
Unlock Premium to read this post →Plus! But Doctor...; The Venture Supply Chain; Financial Rearrangements; Media; Complements
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How Fast Does Software Depreciate These Days?
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Robots Are Coming for Jobs That Don't Exist Yet
Read this article →Plus! Scale; Preorders; Politics; Funding; Investor Relations
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Longreads + Open Thread
Read this article →Chocolate, Money, Jünger, Victorians Again, Disagreeability, CDS, Disruption, Heavy Water
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Written, Spoken, or Somewhere in Between
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The Solo Data Labeling Business
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What is the Unit of AI Output? Or AI Progress?
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Doing Business in the Dark Forest
Read this article →Plus! Stock-Based Compensation; Infra; Balance Sheets; An Ownership Society; The Sonic Boom of Trust
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Longreads + Open Thread
Read this article →Pharmacometrics, Healthcare, Ahamed, GTA VI, DOGE, Fees, Efficiency, AGI