Longreads + Open Thread
China, Inequality, 401(k)s, AI, Content, Counterparties, Costco, McLuhan
All posts
In chronological order
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The NYT: Unbundling, Rebundling, and the Changing Shape of Media Distribution
Unlock Premium to read this post →Plus! AI and Distribution; No Bad Publicity; Bootstrapping a Network; Social Primitives and Building Recommendation Systems; Supply Chains in Russia
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The Case for Amazon Launching an Airline
Unlock Premium to read this post →Plus! The Accidental Strategic Crypto Reserve; BREIT!; The Corpus Must Grow; The Privacy Efficient Frontier; Bundles of Bundles
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Retail Participation in the Market is Cyclical
Unlock Premium to read this post →Plus! Preferred, not Common; Data Repositories; Law and Entertainment; Sharing Networks; Detecting AI
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Martingale Beliefs
Become a member to gain access →Plus! Martingale Beliefs; Diff Jobs; Country Equity; Costs and Benefits; Continuation Funds; Deepfaking the Dead and the Last Generation of Celebrities; Mature Financial Systems
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Longreads + Open Thread
Become a member to gain access →Shorting, Archegos, Journalism, Mercenaries, Rust, Moonshots, AI, Reformation
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A Logistics Network is a Distributed System
Unlock Premium to read this post →Plus! Engineering (A Little) Reflexivity; Price Discrimination; Ad Cycles; Power; Power, Cont.
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Costcoing Consumables
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Diversifying Across Levels of Meta
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AI Ruins Education the way Pulleys Ruin Powerlifting
Become a member to gain access →Plus! The Other Kind of Bank Unwind; AI Asset Plays; Retail Rides Again; Single-Family Rentals; AI Math
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Longreads + Open Thread
Become a member to gain access →Reservations, Mallaby, Ebooks, Buybacks, TSMC, GAAP, ISAs
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Best of the Bad Boat Busineses
Unlock Premium to read this post →Plus! Finally, Deepfakes!; Unit Economics; Ubiquity; Consolation Prizes; Copper