Going Activist on Stragglers vs Going Activist on Contrarians
Plus! Guesswork and Guidance; Big Tech Sees Like a State: Children's Fitness Edition; Distribution Wins; Software/Hardware Substitution; The Other Side of the Ads Black Box
All posts
In chronological order
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Get Used to a More Hallucinatory Search Experience
Read this article →Plus! Diff Jobs; Cap Structure Arbitrage and Elon Musk; Active, Passive, and Risk; Convergent Evolution; Market Timing; It's All Ads!
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Longreads + Open Thread
Become a member to gain access →Sierra, Open Source, Alexander the Great, Google & AI, Concrete, Secret Weapons, Reserve Currencies
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The FTX Examiner's Report, or Fraud as an Operational Challenge
Unlock Premium to read this post →Plus! AI and Video; The Hardware/Software Model; Privacy and Scale; The Value Crash Isn't Everywhere; Intermediation
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Blackstone's Owner/Operator Approach
Unlock Premium to read this post →Plus! Shareholder Activism; Regulation via Disclosure; Fast AI Cycles; Rates and Retail; Monetizing AI
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Go Ahead and Build the Torment Nexus
Unlock Premium to read this post →Plus! Transparency and Location Data; Competition and Transaction Costs; Winning on Usage; The Long Tail of Sanctions; Another Kind of Leverage
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One Edge or Many? Reflections on Renaissance Technologies
Become a member to gain access →Plus! Retention; Training Data; Social Networking Primitives and Local Maxima; Renting; Ads; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Simons, Books, Software, AI Ghosts, Sea People, Amazon, Financial Literacy, IBM
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Raspberry Pi, The Last Personal Computer
Unlock Premium to read this post →Plus! Outages, and the Cadence of Network Effects; App Stores' Political Economy; Transparency; Supply and Demand; The Long Generation
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Nubank and Coding to Reduce Entropy
Unlock Premium to read this post →Plus! AI, in Depth and Breadth; Reputation Arbitrage; Strategic Housing Reserve; Scope 4; Splinternet
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Intelligence in the Right Increments
Unlock Premium to read this post →Plus! Temu and the Equity/Preferred Question; Collusion; IP and PR; Pod Shops; Meme Stocks, Again
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Invisible Efficiencies
Become a member to gain access →Plus! Diff Jobs; Making a Market; Outsourcing; Multicloud Can Frackers Collude?; Infrastructure; Area Man Tweets