Storing Up Untainted Data
Plus! Niches; Creator Economy; AI and Filters; Trade Wars; Peak Gaming?
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Should Congress be Allowed to Trade?
Unlock Premium to read this post →Plus! Norms Trading; Point-of-Sale; Trade Trench Warfare; AI and Ads; Bluffing Your Way to Better Management
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Pathologically High-Margin Businesses
Unlock Premium to read this post →Plus! Change My View; Capital Structure; Artificial Sycophancy; Elasticity; Internalizing Externalities
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When Step One is to Light Money on Fire and Measure How Fast it Burns
Read this article →Plus! Groupchats and Norms; Venture; Made in America; Real Estate Elasticity; Lagging Investments
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Longreads + Open Thread
Read this article →Movies, Scams, Decentralization, Reading, AI, Offline, Trade
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You Can't Measure AI Market Share Because it Lives at too Many Layers
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Do Chatbots Cannibalize Search? Or is it the Other Way Around?
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Venture and Media
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Thinking-Things-Through Privilege
Read this article →Plus! Trade Negotiations; M&A; AI and IP; Consolidation; Sourcing
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Longreads + Open Thread
Read this article →Moon, Welch, Robinhood, Heterodoxy, Bots, Liquidity, Trade, Google
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Does VIX Have Fundamentals?
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Is an AI Startup a Company or a Gig?
Unlock Premium to read this post →Plus! Reasoning; Coding Assistants; Human-Level Intelligence; Insider Information; The China Squeeze