Insurer of Last Resort
Plus! Lobbying; Growth; Black Boxes; SaaSpocalypse Update; AI Risk
Plus! Lobbying; Growth; Black Boxes; SaaSpocalypse Update; AI Risk
Plus! Commoditizing the Complement; Talent Density; Thermostatic State Capacity and Anthropic; Merchant Banking; Negawatts
Plus! Diff Jobs; Fun Trades; Insiders; M&A; Two-Tier Rounds; Switching Costs
Cantor, Stripe, PE, AI and Software, English, Pair Trades, Crypto, Maps
Plus! Claude of War; Holdcos; AI Deployment; Disciplined Bidders; Funding Open Source
Plus! Unfriendly AI; Leads; Prediction Markets; Hedge Funds as Operating Businesses; Big Tech Sees Like a State
Plus! COBOL; Catching a Falling Knife; Institutionalization; AI Schmuck Insurance Still Works; Fungibility
Plus! Diff Jobs; Cameras; Painting the Tape; Edge Cases; Leaning in to Leaning Out; Two-Tier Rounds
Ingroups, Quakers, Scaling, Comp, Writing, Inflation, More Comp, U Chicago
Plus! Memes and Money; Inference Futures; Low Transaction Cost Economics; The GAAPification of Big Tech; Ads
Plus! Post-Webpage; Accounting; Replacement; Extending the Model; Measuring Inputs
Plus! Diff Jobs; Deployment; Table Stakes; Structuring; Money Laundering; Outsourcing