Longreads + Open Thread
Spies, Words, China, Reading, Scams, Markets, Chatbots, Buffett, Altman
Spies, Words, China, Reading, Scams, Markets, Chatbots, Buffett, Altman
Plus! Capital Structure; Price Discrimination; General-Purpose Technologies; Bundles; Tariffs
Plus! Demographics; Surface Area; Insurance and Price Signals; TACO; Robotaxis and Network Effects
Plus! Banking; Financial Engineering; Hiring and Game Theory; Currency Blocs; AI SEO
Ancient Cities, Microsoft, Psychedelics, Spotify, 1.5-Sided Markets, FX
Plus! Model Capabilities; Rates; Why OnlyFans is Cheap; Mismatched Networks
Plus! The Tax Incidence of Untaxed Tips; M&A; Liquid Content; Hallucinations; Don't Mention the Trade War
Plus! Cost Cuts and Lobbying; AI and Gross Margins; Trade Wars; Guidance; The Clones
Plus! Diff Jobs; Left-Tail Outcomes; Downgrades and Giffen Goods; Bearer Instruments; Currency; Shipping
Reading, Covid, Liquid Content, Antimemetics, Life Insurance, KPIs
Plus! Arbitrages; KPIs; Shorts; Scams; Marketplaces
Plus! Bootstrapping Models; Negotiations; A Bus; Bank Capital; Progress in Crypto