Data Scarcity
Plus! Defense; Points of Failure; Elasticity; DDOS; Liquidation
-
Unlock Premium to read this post →
-
Financial Entrepreneurship in the Indexing Era
Read this article →Plus! Diff Jobs; Easy As; Missing Estimates; Oil; Off-Balance Sheet; Turnover
-
Longreads + Open Thread
Read this article →Progress, Institutions, Robots, Data, Alignment, Indexing, Verification, Debt
-
Customers as R&D
Unlock Premium to read this post →Plus! An Abnormal Normal Market; The Two-Leg Software Trade; Computer Archaeology; Exit Strategies; Big Tech Sees Like a State
-
Holtec's Very Roundabout Drop-In Replacement Model
Unlock Premium to read this post →Plus! Reputational Arbitrage; Talent; Frontier; Good Data; Letters of Marque
-
Toll Collectors on the Road to Abundance
Unlock Premium to read this post →Plus! Capex; Cutoffs; Supply Chains; Production Functions; Roadshows
-
FP&A as the Telemetry and Counterespionage
Read this article →Plus! 0.5x AI; Media Incentives; Infrastructure; Perks; Externalities
-
Longreads + Open Thread
Read this article →Niederhoffer, Research, AI Writing, Datacenters, Before Search, Hedge Funds, Crashes, Seveneves
-
Convergent Evolution in the Architecture of Intelligence
Unlock Premium to read this post →Plus! Credit and Credibility; Complements; Pricing; Infrastructure as Scar Tissue; Equity Wrapped in Credit
-
The Politics of Visible and Invisible AI
Unlock Premium to read this post →Plus! Sin-Eating as a Service; Cyber Risk; More Security Through Obscurity; Compute; Reinforcement Learning
-
What Does it do to Crypto Prices if Everything's (Temporarily) More Hackable?
Unlock Premium to read this post →Plus! Positioning; FX; DIY Quants; M&A; Merchant Banking
-
Who Hedges Where?
Read this article →Plus! Ads for Bots; Authenticity; The AI Race; Priority Disputes; Mission