eToro: Twitch Plays the Market
Plus! OpenAI; Open AI; Supply Chains and Self-Tariffing; Surface Area; Secrets
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"Do Firms Need Juniors?" Might be the Wrong Question
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Longreads + Open Thread
Read this article →Jobs, Nobels, AI, Magazines, Worms, Complements
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IP Protection in the Era of Fast Copying and Watermark Removal
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StubHub: Market-Making in a Maximally-Heterogeneous Asset Class
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The Two-Sided Uncertainty Tax
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There's More Than One Efficient Market Paradox
Read this article →Plus! Reciprocal Tariffs; AI Purgatory; Payments and Credit; LinkedInFluencers; Efficient Markets
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Longreads + Open Thread
Read this article →Archiving, Externalities, OpenAI, 2024, Abundance, Hiring, The Dollar
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Why do Stocks Only go up at Night?
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Investors as Translators
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MNTN Scales the Small-Scale Advertiser
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Klarna and the Two Pivots of 2022
Read this article →Plus! Diff Jobs; Crypto Adoption; Art Margin Calls; Liquidations; Corporate Espionage; DeepSeek