When's the Next Slow Market Recovery?
Plus! Liquid Content; Omnimedia; Who's Still Getting Hired; How Much Chaos is Priced In?; Media Compatibility
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Figure and the Crypto Mullet Strategy
Read this article →Plus! Billions; Intel; Negotiating the AI Transition; Price Discrimination; Sanctions
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Longreads + Open Thread
Read this article →Effort, AI, Degens, Trads, Equitie,
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Bursting Your Own Bubble
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Who Actually Leads the Fortune AI 500 Rollout?
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Via: Yes, It's a Bus
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Corporate Populism
Read this article →Plus! Credit Spreads; Retail and Institutions; Scale; Non-Tariff Barriers; Technology Adoption; Diff Jobs
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Longreads + Open Thread
Read this article →EA, ChatGPT, Smuggling, Borders, Automaticity, Bottlenecks, India
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This Time Is Different, Negative Gross Margins Edition
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A Case for Trump's Monetary Policy (That Rehabilitates Biden's Fiscal Policy)
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Founders as Market-Timers and Match-Fixers
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Concentrate
Read this article →Plus! Coasian Geopolitics; Relaunching; Tariff Inversion; Crypto Holdcos; Buybacks