"Science Fair Project" Risk
Plus! Accounting; Accounting (Con't.); TPUs and Scale; Ads and Content in Retail; Tacit Knowledge
Plus! Accounting; Accounting (Con't.); TPUs and Scale; Ads and Content in Retail; Tacit Knowledge
Plus! Moving Targets; AI Insurance; AI Debt; Favors for Friends; Alpha
Trump, Conscious AI, Victorians, Galbraith, Prediction Markets, Taxes, Rates, Booms, Antitrust
Plus! Auditors; Interoperability Bad Vibes; Regulation by Friction; Ads and LLMs
Plus! NAV; Omnimedia; AI Consumption; Economic Ties; Buying Talent
Plus! Price, Queues, Luck, Connections; Software as Equalizer; Cloudflare; The Anhedonic Boom; Age Restrictions
Plus! Not Even the Right Ballpark; Writing Like AI; The Liquidity Premium; Merchandising and Housing; The AI Graph
Mining, Prop Trading, OpenAI, AI and History, Dealmaking, Rates, EU5
Plus! Valuations; Alternative Assets; Staying Private Forever; AI Search; Underwriting
Plus! Inference and Distribution; Big Tech Sees Like a State, E-Z Pass Spam Edition; AI-Native Cost-Cutting Comes for the AI-Native Cost-Cutters; Competition and Quality; The Solid-State Economy
Plus! Negotiations; Top-Down AI Deployment; The Nostalgia Economy; Full-Stack AI; Tariff Dividends
Liar's Poker, Neom, AI Economics, Prediction Markets, Writing for AI, Volatility, Diller