Longreads + Open Thread
SPR, Speed, Driving, Learning, USV, Diversification, Financial Engineering, Rickover
SPR, Speed, Driving, Learning, USV, Diversification, Financial Engineering, Rickover
Plus! Rates; Coopetition; Supply Chains; Pivots; Liquidity
Plus! Accidental AI Plays; Overhangs; Safety/Privacy Tradeoffs; Complements; Scraping
Plus! Microcaps; AI Safety with Muskian Characteristics; Invisible Infrastructure; Bonds; Stability
Plus! Diff Jobs; Brittle Buyers; Rates; Substitution Effects; Demand; Trades
Ice, Bankruptcy, Collateral, Craziness, Venture, Investing, Overvaluation, Drexel
Plus! Frictional Costs; Bonds; IPOs; Thematic Investing; Catch-up Growth
Plus! Positioning; Drones; Corporate Governance; Loyalty; The Pause
Plus! Defense; Points of Failure; Elasticity; DDOS; Liquidation
Plus! Diff Jobs; Easy As; Missing Estimates; Oil; Off-Balance Sheet; Turnover
Progress, Institutions, Robots, Data, Alignment, Indexing, Verification, Debt
Plus! An Abnormal Normal Market; The Two-Leg Software Trade; Computer Archaeology; Exit Strategies; Big Tech Sees Like a State