Trucking, AI, and Thesis-Validating Lawsuits
Plus! Propagating Shortages and Round-Trip Deals; The Google Roadmap; Building for Net Dollar Retention; Trade Deals; Revolving Doors
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The Large Sample Size Economy
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Thermostatic State Capacity
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Why the Global Balance Sheet Grew
Read this article →Plus! The Fed; Walmart as Google's Alt-Azon; Two Convertible Bond Stories; FX Trades; Cheap Oil
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Longreads + Open Thread
Read this article →Longreads * Oliver Traldi has a delightful critique of Straussianism (the school of political philosophy, not the general practice of hinting at one's secret views in a cryptic, plausibly deniable way). One of the paradoxes of the Straussians is that they're a school of thought with a
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What Would a Prediction Market Panopticon Look Like?
Unlock Premium to read this post →Plus! Deployment; Shopbots; Closed Loops; The Pull-Forward; Humanoids
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Diversification by Way of Concentration
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The Fractally Bond-Like Nature of High-Quality Companies
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Delivery Platforms and Synthetic Social Trust
Read this article →Plus! Diff Jobs; Beta; Material Nonpublic Information; App Stores; Gunboat Diplomacy; Liquid Content
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Longreads + Open Thread
Read this article →History, Dan Wang, Arbitrage, Inequality, Cameras, Debt, LDS
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The Surprising Distribution Effects of "Buy-Borrow-Die"
Unlock Premium to read this post →Plus! Full-Stack; Scarcity; Sum-of-the-Parts; Nice Problems to Have; Distribution
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Longreads + Open Thread
Read this article →Code, Models, Cognitive Dissonance, Data, Austen, Counterparties, the Reformation