Three Stories of Ads and Scale
Plus! Law Chatbots; Scale-Based Fines; Predictable Revenue; AI: Product or Feature; Network Effects
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Metrics for the Mildly Viral
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History Begins Again for Big Tech
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Longreads + Open Thread
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PagerDuty: "Uptime is Money"
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The Pace of AI Advances is Temporarily Overstated, But Still Very, Very Fast
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Net Promoter Score Isn't Predictive, Which is Why It Works
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Companies and Entropy
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Longreads + Open Thread
Become a member to gain access →Andreessen, AI, Sunk Costs, Risk, ML & Biology, Valuation, Wirecard
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Grainger: The Other Everything Store
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Bubble as Revolution by Other Means
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BP's Energy Outlook: Costs, Consequences, and Volatility
Unlock Premium to read this post →Plus! The OpenAI Zaibatsu; First-Party Data, Always; The EV Buildout; Streaming Consolidation, the Easy Way; Turnover