Diversifying Across Levels of Meta
Plus! Style Drift; Accelerating; Usage-Based Lock-In; Mean-Reversion; Branding
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AI Ruins Education the way Pulleys Ruin Powerlifting
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Longreads + Open Thread
Become a member to gain access →Reservations, Mallaby, Ebooks, Buybacks, TSMC, GAAP, ISAs
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Best of the Bad Boat Busineses
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The Free Put Always Has a Secret Expiration Date
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24-Hour Markets
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Who's Afraid of Index Funds?
Become a member to gain access →Plus! Diff Jobs; The Market for Data; Crowded Careers; Black Boxes, Everywhere; Externalities; Intra-Elite Conflict
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Longreads + Open Thread
Become a member to gain access →Dennett, Datacenters, Killer Apps, Anthropic, Reading, Thermostats, M&A, Rollups
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Meta's Open-Source Economics and Overdetermined Strategy
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Who Wants AI-Generated Content to be Easily-Identified? Who Doesn't?
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The Privacy/Security/Usability Efficient Frontier is set by Hardware
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Most Financial Phenomena are Older than they Look
Become a member to gain access →Plus! Diff Jobs; Labor Arbitrage; Reddit and Search; On-Prem; Audience of One; Ads Everywhere