The Composting Theory of Continuous Growth
Plus! Competing with Big Tech; Benefits; Crypto Growth Stories; Software Growth Stories; Bundles and Superstar Economics
Plus! Competing with Big Tech; Benefits; Crypto Growth Stories; Software Growth Stories; Bundles and Superstar Economics
Plus! Strategic Shutdowns; Verification, Ads, and Membership; The China Cap Table; Very Long-Term Investing; Branding a Bank; Diff Jobs
Crime, Dril, Careers, Doom & Foom, Dollars, Alpha, AI, Amazon
Plus! Media; Content and Completion; Competition and Collaboration; Backwards Compatibility; Adversarial Marketing
Plus! Monetizing the Corpus; Supply and Demand; (Lack Of) Contagion; Accessibility; Products and Features
Plus! The Banks; Arbitrage and Sanctions; Rollups; Freight; Exporting Financial Instability
Plus! Catching Up; Private Capital; AI Regulation; AI Stocks; Cars and Interfaces
Lovecraft, Neural Networks, Scale, Privacy, Crime, Price Discrimination, FDIC
Plus! Amazon and AI; Bull Markets; Tech Convergence; A Gradual LBO; Gold!
Plus! Back to the Office; Meta; De-Risking; Training a Replacement; Secure Software is a Universal Complement
Plus! Third-Party; Pay-to-Win; Coasian Bargains; SVB, Redux; The PE Food Boom
Plus! De-Googling; Reshoring; Attribution; Volatility; The State of AI Workers; Diff Jobs