Concentrate
Plus! Coasian Geopolitics; Relaunching; Tariff Inversion; Crypto Holdcos; Buybacks
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Longreads + Open Thread
Read this article →GEO, Airports, Arbitrage, Craigslist, Polo, Platforms, Anathem
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Managing Expectations
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AI and Labor Alienation
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Building the Machine God: A Corporate Finance Perspective
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What Would the Aftermath of the AI Bust Look Like?
Read this article →Plus! Diff Jobs; Succession; The Stats; Going Direct; Banks are Back; Young Founders
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Longreads + Open Thread
Read this article →Reading, Renaissance, China, AGI, India, Summer, Oracle, Vision Pro
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The AI Leisure Time Dividend is Economic Dark Matter
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AI for Better Endless Scrolling
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The Rising Returns to Lobbying
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Strip-Mining the Maybesphere
Read this article →Plus! Diff Jobs; Regulatory Clarity; Eurobonds; Just-In-Time; Ratings; The Crypto Credit Cycle
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Longreads + Open Thread
Read this article →LLM Smell, English History, AI, Quality, Drugs, Relative Value