Longreads + Open Thread
GEO, Airports, Arbitrage, Craigslist, Polo, Platforms, Anathem
GEO, Airports, Arbitrage, Craigslist, Polo, Platforms, Anathem
Plus! Ads!; AI Pricing; Vibecoding Economics; ; Gold(s); Leaks
Plus! AI and Distribution; Stock Scams and WhatsApp; 401(k)s; What Google Doesn't Say; Paying for Better Investor Relations
Plus! Naughty Bots and Iterated Games; Risk Premia and Old News; Selling Negawatts; oasian Immigration Policy; Sharpe Ratios
Plus! Diff Jobs; Succession; The Stats; Going Direct; Banks are Back; Young Founders
Reading, Renaissance, China, AGI, India, Summer, Oracle, Vision Pro
Plus! AI-Driven Redistribution; Not-Quite-Arbitrage; No Contagion; The Other Shoe Drops; Figma
Plus! LLMs Won't Coordinate to Pump Up Stocks Forever; Cost Per Token; AI Interviews; In Other Meta News; A Different Kind of Globalization
Plus! Inflation and Uncertainty; Tariffs; All-You-Can-Eat; Market-Timer-in-Chief; Continuation Funds
Plus! Diff Jobs; Regulatory Clarity; Eurobonds; Just-In-Time; Ratings; The Crypto Credit Cycle
LLM Smell, English History, AI, Quality, Drugs, Relative Value
Plus! Acquifired; Regime Shifts; Big Tech Sees Like a State, Safe Partying Edition; Accounting; Who's Negotiating Tariffs?