Longreads + Open Thread
Deposit Insurance, Chamath, TropeTrainer, AI, Gambling, Schmuck Insurance, Indexing
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Ride-Sharing Companies Ruined Ride-Sharing Economics
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Stripe and the State of E-Commerce
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How Durable is the Pseudo Maturity-Mismatch Model?
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Bet-the-Company Ideas
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Longreads + Open Thread
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First Citizens BancShares Plays the Cycle Right
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Why Legacy Media Wins in Podcasts
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Engineering a Bubble
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A Short 100-Question Diligence Checklist
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Longreads + Open Thread
Become a member to gain access →AI & Jobs, AI & You, Banks, Chips, 3D Printing, Bidder Density, Conglomerates
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Toast: Vertical or Horizontal Payments?
Unlock Premium to read this post →Plus! "Nuke Bizzle"; Pricing Power; Vacation-as-a-Service; Decentralization; AI