LLMs and the Techno-Traditionalist Turn
Plus! AI Jobs; Credit and Momentum; The Intra-Lab Cycle; Capacity; The Long Tail
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Ad-Based Platforms Have Mostly Solved Optimal Taxation
Read this article →Plus! Diff Jobs; The Infrastructure Put Option; Monetization; Headless SaaS; Gazumped!; Bits and Barrels
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Longreads + Open Thread
Read this article →Literacy, Nvidia, Hackers, Wages, Transformers, Mergers, Stablecoins
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The Browser's Extended Phenotype
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Building the Biotech Router
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Paying Up for the Right to be Sued
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Ring, Cloudflare, and the Supply Chain of State Capacity
Read this article →Plus! Work Trials; The Mezzanine Tranche; Politics by Other Means; Lawyers; Token Shortages
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Longreads + Open Thread
Read this article →Religion, Reading, Bugs, Japan, Science, IPOs, Barbell Portfolios
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Decentralized Pundit Calibration as a Vision of Long-Term Economic Growth
Unlock Premium to read this post →Plus! The AI Cycle; Succession; Anchoring; Cyber Risk; Dollarizing
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Mythos and the Long-Term AI Lab Model
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Can Your Business IPO When Part of It's on Fire?
Unlock Premium to read this post →Plus! Run-Rates; Calibration; Retention; Collaboration; Gold and Politics
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Uncanny AI
Read this article →Plus! Organic Content; Inconsistent Candor; Liquidity; Return to Office; Long-Lead Time Hacking