Google I/O: Toll Booths on Externalities
Plus! The Tax Incidence of Untaxed Tips; M&A; Liquid Content; Hallucinations; Don't Mention the Trade War
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Unbranding Asset Classes
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Competing Elite-Selection Mechanisms
Read this article →Plus! Diff Jobs; Left-Tail Outcomes; Downgrades and Giffen Goods; Bearer Instruments; Currency; Shipping
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Longreads + Open Thread
Read this article →Reading, Covid, Liquid Content, Antimemetics, Life Insurance, KPIs
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New Financial Products are Born Either Free or too Expensive
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Chime: Minimum Viable Bank to Everything-but-a-Bank
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Making Better Products is Usually the Right Move
Unlock Premium to read this post →Plus! A Lifetime in an M&A Process; Ads; Will Tariffs Ever Show Up in the Macro Data?; Outsourcing and Round-Tripping; Accessibility and Post-Interface Interactions
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Arbs Close, Infrastructure Remains
Read this article →Plus! Diff Jobs; Abundance and Realignment; AI Undeath; Basic Capital; Tariffs; Insurable Risks
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Longreads + Open Thread
Read this article →Data, Invisible Software, The Post, AI, Cheating, Control, Star Wars
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Who Else But Google?
Unlock Premium to read this post →Plus! Tariff Plays; Good Trades; Capital Structure; Moderation; Debt and the Dollar
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Why do Venture Funds Target a Particular Ownership Level?
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Expect More Politically Inscrutable Assassinations
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