Longreads + Open Thread
Memoirs, Travel, Slop, California, Languages, Carry, AI
Memoirs, Travel, Slop, California, Languages, Carry, AI
Plus! Valuations; Big Tech Sees Like a State; Price Discrimination; Product Convergence in Streaming; Shifting Models
Plus! Momentum; Accounting; Penny Purge; The High Fixed Costs of Multi-Manager Funds; Data Rights
Plus! Post-Page Web; Variable Costs of Capital; Monopoly; That Was Fun; Top-Down Guidance
Plus! Narratives and Volatility; The New Acqui-hire Model; A Good Trade; Terms; Celebrity AI Economics
Visas, Crowdstrike, Dining, Word Processors, Accredited Investors, China
Plus! The Prediction Market Moment; AI as an Interface; The Bundle; Jurisdictions; Network Effects
Plus! Culture Drift; Loyalty and Intermittence; Splinternets Update; Distribution Wins; Two Kinds of Legitimacy
Plus! Marketplaces; Shorting, Distorting; Zoom Campaigning; The Long Tail; Brand and Money
Plus! The Quantum Gambit; Monetizing Volatility; Banking and Credit; How Long is the Long Game?; Sticky Expectations; Diff Jobs
Crypto, North Korea, Healthcare, Parties, Monopolies, Lifetime Value, Prediction Markets, The Good Life
Plus! Nearly-Algorithmic Collusion; AI and Search; Multiplatform; A Local Splinternet; Product Convergence