Software/Hardware Feedback Loops
Plus! New Releases; Prediction Markets; Retention; Rates; More Rates
Plus! New Releases; Prediction Markets; Retention; Rates; More Rates
Plus! Diff Jobs; Asset Heterogeneity; Ads; Sales and Marketing; Breadth; More Convergence
Scott Adams, WhatsApp, WASPs, Leo XIV, Pólya, Writing, Assumptions, Karp
Plus! Propagating Shortages and Round-Trip Deals; The Google Roadmap; Building for Net Dollar Retention; Trade Deals; Revolving Doors
Plus! Price Caps; Second Sources; Shortage Propagation; Celebrity Chatbots
Plus! AI JVs; Stablecoins; AI and Proof-of-Work; Internalizing Externalities; Fame Exit Scams
Plus! The Fed; Walmart as Google's Alt-Azon; Two Convertible Bond Stories; FX Trades; Cheap Oil
Plus! Deployment; Shopbots; Closed Loops; The Pull-Forward; Humanoids
Plus! Central Planning; Operating Costs; Platform Politics; Exchange Rates; Cycles and Cash Flow
Plus! AI and Context; Catch-Up Growth; Distressed Debt; Real Estate Derivatives; Network Effects
Plus! Diff Jobs; Beta; Material Nonpublic Information; App Stores; Gunboat Diplomacy; Liquid Content