Longreads + Open Thread
Colors, Tokens, Connections, Covid, Wonks, IPOs, Paperclips, 1873
Colors, Tokens, Connections, Covid, Wonks, IPOs, Paperclips, 1873
Plus! Non-Currency Peg; Overspending; Balance Sheets; Sentiment; Dashboards
Plus! Distillation; HR, PR, and Schmuck Insurance; Strategic Industries; Diversification; Talent
Plus! Threshold Effects; The Open-Face AI Sandwich; A Calmer Legal DDOS; Arms Races and Loops; Sales Funnels
Plus! Diff Jobs; Midjourney Medical; Chips; Financial Engineering; Rigged Games; Reality is the Complement
Conscious AI, Usury, Roblox, Citadel, Founders, Vol Drag, Cat Bonds, Oil
Plus! Acquisitions and Divestitures; Bots and Delegation; Leverage; Margin Cadence; Strategic Investors
Plus! AI: Ads, Inevitably; Momentum; Volatility; OpenAI; Media Ecosystems
Plus! Diff Jobs; Anthropic; Mean and Variance; Fragmentation; Guidance; Slightly-Heterodox Center-X
Literature, Law, Vacuum Tubes, Consciousness, Discussions, Macro, Yuppies, Odyssey
Plus! Mobile Money; Efficient Frontiers; Contextual LLM Commerce; Denominators; Loyalty
Plus! Reverse-Engineering; Misdirection; They Always Charge Rent; Revaluation; Charity