Robinhood as the Meme Stock Meta-Hedge
Plus! Spinning Off Assets and Liabilities; Maybe It's Not Just Ads Just Yet; Spinoffs; Auditor Pricing; Fine-Grained Controls
All posts
In chronological order
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The Modern Private Equity Business was Invented in Beverly Hills in the 70s
Become a member to gain access →Plus! Diff Jobs; Product Convergence; Musk v. Altman; The Bundle; Financing a Boom; Investor Protectionism
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Longreads + Open Thread
Become a member to gain access →Replication, Gwern, Polostan, Druck, Prediction Markets, Selection Effects, Drexel
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Endless, Ambient Search
Unlock Premium to read this post →Plus! Shopping Baskets; In-App Purchases; Agents; The Supply Chain of Short Theses; Reputational Capital
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The Overhang
Unlock Premium to read this post →Plus! Polymarket; Is the News Business a Liability?; Financial Engineering; Fuzzy Leverage; Speed and Fragmentation
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Offering Margin is a Tough Call
Unlock Premium to read this post →Plus! Retail Investors; Another Latent Network; The Payoff Function of Tariffs; Negotiating a Business Model; Buy and Hold
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Rehabilitating Bubbles
Become a member to gain access →Plus! Scaling; Deployment; Usage; The Arbitrage Cycle; Metrics
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Longreads + Open Thread
Become a member to gain access →Ballmer, Scalping, YouTube, Institutions, ChatGPT, Middlemen, Heresy
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Open Source as a way to Skip the Line to Enterprise-Ready
Unlock Premium to read this post →Plus! The Pods; Worse is Better in Streaming; Uncooking the Books; Cap Structure Arbitrage; Going Direct
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What Does Higher Government Efficiency do to GDP Growth?
Unlock Premium to read this post →Plus! Election Ephemera; Meanwhile in Prediction Markets; Search; Regulation by Media; Feeds
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Gambler Nation, for Better or for Worse
Unlock Premium to read this post →Plus! AI as a Post-Medium; The Economics of Single-Family Rentals; Election Volatility; Volatility, Continued; And Again
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Technologies as Cleverness Substitutes
Become a member to gain access →Plus! Sin Taxes; Optionality; The Dow; The GPU Financing Ecosystem; AI Fragmentation