Longreads + Open Thread
Coase; Xi; Mr. Beast; AI; Monzo; Trader Joe
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Longreads + Open Thread
Read this article →Biology, AI, EA, YouTube, Xi, Cyclicals
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Moderna's Bets: Moonshots and Platforms
Read this article →Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
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Qurate: How Fast Does the Ice Cube Melt?
Unlock Premium to read this post →Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
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Understanding Jane Street
Read this article →Plus! Pensions; Customer-Facing; Use Cases; Making a Market; Reflexive Energy Politics; Diff Jobs
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A Different Way to Look at Which Countries Get Rich
Unlock Premium to read this post →Plus! Bridging Generations; Apps, Not Just Games; Complexity Limits; Fake Accounts; Fees
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What are Commodity Trading Firms For
Unlock Premium to read this post →Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
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In (Partial) Defense of Discounted Cash Flow Guesswork
Unlock Premium to read this post →Plus! Centralized Liquidity; Tighter Integration; Folk Wisdom; New Old Normal; Copilot and Pricing
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Clean Trades and Dirty Hedges
Read this article →Plus! Cash as Cosmetics; Two Inflations; AI; Offline-to-Online; Starlink; Diff Jobs
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Can Datadog Dodge the Growth Slowdown?
Unlock Premium to read this post →Plus! Indexing; High-Yield Spreads; Search, Pt. 1; Search, Pt. 2; Distribution
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What Happens When Most Media Is Produced for an Audience of One?
Read this article →Plus! Universal Prime; Strategic Shifts; Bundling; Enterprise Twitter; Energy Leaks; Diff Jobs
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SenseTime: Building the China Tech Stack
Unlock Premium to read this post →Plus! Networks of Networks; Inefficiencies; More Privacy; Measurement Error; Textbook Piracy