Longreads + Open Thread
Education, Auto Theft, Optimizers, AI, Energy, Financial Engineering, Deep Research
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How Many Layers in the AI Stack?
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Uber's AV Bet on a Narrow Range of Competitors' ROI Outcomes
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Globalization, Regulatory Arbitrage, and Reshoring-on-Paper
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AI Assistants Will Be Great (Especially for the Biggest Companies)
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Longreads + Open Thread
Read this article →VC, Personal Finance, Careers, Hedge Funds, Hiring, Investing, Coase, Gates
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De-Risking The 11-Figure Bets
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Short-Term Discretionary Traders Are Unusually Automatable
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AI Interfaces Engineer Serendipity
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The Bid/Ask Spread for Top Talent
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Longreads + Open Thread
Read this article →Radio, Startups, History, Bally's, Dead Internet, Caesars
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Capital-Intensity and Legibility
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