Longreads + Open Thread
Boxing; LLMs; NEPA; Vaccination; Manipulation; Napoleon
Boxing; LLMs; NEPA; Vaccination; Manipulation; Napoleon
Plus! Localization Economics; Funding and Timelines; Interventions; FTX and Crypto-Systemic Risk; Netflix and Ads; Slower Capex
Plus! Payments and Credit; Airlines; Market-Based Incentives; Financial Engineering; AI
Plus! Money and Equilibria; eSports; The Price of Liquidity; Plausible Deniability; The Illiquidity Premium, Continued; Diff Jobs
Writing; Lifestyles; PostScript; Arms; Shorting; Economics; Dollars
Plus! Exporters' Alliance; Two Pension Stories; Capital Allocation; Moving Fast; Retail and Banking
Plus! BREIT Explains; Incubation; Slow Transition; Company Quality; Apple and Privacy
Plus! Meta Venture Studios; Russian Normalization; Microsoft's Three-Way Negotiation; Inflation in Japan; Leaking Data
Plus! Market-Making; Poaching and Equity Currency; China's Covid Economy; The Cost of AI; Friendshoring; Diff Jobs
Cardboard; Walkman; Shorting; Railroads; Computing; Accidental Gods
Plus! A Run on the Non-Bank; Tether; Portfolio Management; Feedback; Comping Ads and Bidder Density