The Politics Buffer Strategy
Plus! Volatility; Downward Spirals; Liability-Driven Rollouts; Omnichannel; Local Lobbying
All posts
In chronological order
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Our Surprisingly Capital-Abundant World
Become a member to gain access →Plus! Audience Capture at Two Levels; Does Crypto Add Value to Financial Markets?; Continuation Funds, Club Deals, and the New Equity Market; Implementation Details; Anti-Goldilocks Economy for Junk Loans
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Longreads + Open Thread
Become a member to gain access →Memoirs, Travel, Slop, California, Languages, Carry, AI
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Extending the Ad Stack
Unlock Premium to read this post →Plus! Valuations; Big Tech Sees Like a State; Price Discrimination; Product Convergence in Streaming; Shifting Models
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The Modern Antitrust Paradox
Unlock Premium to read this post →Plus! Momentum; Accounting; Penny Purge; The High Fixed Costs of Multi-Manager Funds; Data Rights
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The AI Trust Paradox
Unlock Premium to read this post →Plus! Post-Page Web; Variable Costs of Capital; Monopoly; That Was Fun; Top-Down Guidance
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P&L Beta: How Much You Keep out of How Much You Make
Become a member to gain access →Plus! Narratives and Volatility; The New Acqui-hire Model; A Good Trade; Terms; Celebrity AI Economics
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Longreads + Open Thread
Become a member to gain access →Visas, Crowdstrike, Dining, Word Processors, Accredited Investors, China
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The State of the AI Rollout
Unlock Premium to read this post →Plus! The Prediction Market Moment; AI as an Interface; The Bundle; Jurisdictions; Network Effects
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One Model or Many? Or Both?
Unlock Premium to read this post →Plus! Culture Drift; Loyalty and Intermittence; Splinternets Update; Distribution Wins; Two Kinds of Legitimacy
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NIMBYism is Great When There's Infinite Real Estate
Unlock Premium to read this post →Plus! Marketplaces; Shorting, Distorting; Zoom Campaigning; The Long Tail; Brand and Money
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Meta's Open-Source AI Economics, Re-Revisited
Become a member to gain access →Plus! The Quantum Gambit; Monetizing Volatility; Banking and Credit; How Long is the Long Game?; Sticky Expectations; Diff Jobs