One Musk Company, or Many?
Plus! Low-Priced Stocks; Authenticity; Zero-Sum Fundraising; Correlations and Momentum; GEO
Plus! Low-Priced Stocks; Authenticity; Zero-Sum Fundraising; Correlations and Momentum; GEO
Plus! Cross-Shareholding; Tokens; Supply and Demand; Lobbying; Meta
Plus! Combos; What Does Nvidia Train?; AI and Government; AI Themes; Low-Priced Stocks
Plus! Negotiations; The Line Segment; Tokenized Trading; Financial Engineering; Trump Straddle
Cancer, Water, Religion, Tooze, Weiss, Land, Diff Jobs
Plus! Proof-of-Work; Provenance; Negotiating in Public; Scheduling; Black Hole Movies
Plus! New Releases; Prediction Markets; Retention; Rates; More Rates
Plus! Diff Jobs; Asset Heterogeneity; Ads; Sales and Marketing; Breadth; More Convergence
Scott Adams, WhatsApp, WASPs, Leo XIV, Pólya, Writing, Assumptions, Karp
Plus! Propagating Shortages and Round-Trip Deals; The Google Roadmap; Building for Net Dollar Retention; Trade Deals; Revolving Doors
Plus! Price Caps; Second Sources; Shortage Propagation; Celebrity Chatbots
Plus! AI JVs; Stablecoins; AI and Proof-of-Work; Internalizing Externalities; Fame Exit Scams