The Industry Demographic Transition Lottery
Plus! Price Discrimination; What Money Doesn't Solve; Veto Power; How to Build; Forgettable Subscriptions
-
Unlock Premium to read this post →
-
Mortgage Portability and Other Lessons from the Danish Housing Market
Unlock Premium to read this post →Plus! Viral Fraud; Energy Demographics; Price Caps; Buying Low; Recruiting
-
Inside the Decline of Stack Exchange
Become a member to gain access →Plus! The Other X; Refinancing China; The Activist Short Death Spiral; Rebundling; Fitness Bands; Diff Jobs
-
Longreads + Open Thread
Become a member to gain access → -
Ally Financial: Adapted to a Hostile Climate
Unlock Premium to read this post →Plus! Private Label; Commoditizing the Complement; The (Short-Term) Generative AI Bear Case; What a Small Developed Economy Looks Like; Risk Premia
-
Pricing is UX
Unlock Premium to read this post →Plus! Penn Folds; German Real Estate; Platforms; Battle of the Bundles; Applying Generative AI
-
O Price, Where Art Thou?
Unlock Premium to read this post →Plus! PayPalCoin; Fee Compression; Zooming Back In; AIs Behaving Nicely; Top Five
-
Information as a Universal Complement and Universal Substitute
Become a member to gain access →Plus! Diff Jobs; Making a Market; Financial Innovation; IRL; Open-Ended Liabilities; Meme Stock Relapse
-
Longreads + Open Thread
Become a member to gain access →Real Estate, Secrets, A/B Testing, China, Stagnation, Demographics
-
Slicing Up the AI Capital Structure
Unlock Premium to read this post →Plus! Talent Acquisition; Ex-X; Search is a Multiplayer Game; Collateral (And Reputational Stop Losses); AI and IP
-
Worldcoin Adds a Crypto Primitive
Unlock Premium to read this post →Plus! It All Evolves Into Ads; Deskilling; Short Selling; More Hedge Fund Institutionalization; Optimizing with AI
-
Maximizing Compounding Versus Maximizing Gross Wealth Creation
Unlock Premium to read this post →Plus! Supply Chains; The IPO Window; SBA; Distribution Alone?; AI and Higher Ed