Short-Term Discretionary Traders Are Unusually Automatable
Plus! Dimensions of Competition; Jurisdiction; Streaming Fragmentation; Diversification; Twitter Debt, After All
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AI Interfaces Engineer Serendipity
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The Bid/Ask Spread for Top Talent
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Longreads + Open Thread
Read this article →Radio, Startups, History, Bally's, Dead Internet, Caesars
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Capital-Intensity and Legibility
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Test-Time Compute Scaling Drives the AI Jevons Paradox
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There is an "AI Factor," and It's Worth Hedging
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The New National Champions
Read this article →Plus! Open Source AI; Meme Private Credit; Alpha Generators as an Asset Class; Going Hostile; Defense
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Longreads + Open Thread
Read this article →Tech Right, 10 bits, Smart Screens, AI, Gambling, Memes, Soviet Magic
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Venture Global as a Well-Structured Trade
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Planting a Flag
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General-Purpose Technologies Revalue Natural Resources
Read this article →Plus! Meme Coins; Fees; Platforms; Opportunistic Offers; Private Accounting Fraud