Longreads + Open Thread
Crypto, North Korea, Healthcare, Parties, Monopolies, Lifetime Value, Prediction Markets, The Good Life
All posts
In chronological order
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SaaS and Liability
Unlock Premium to read this post →Plus! Nearly-Algorithmic Collusion; AI and Search; Multiplatform; A Local Splinternet; Product Convergence
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Passive Income from Options Selling Comes to DC (by way of Big Hill and West Hackberry)
Unlock Premium to read this post →Plus! Cookies; Multi-Strategizing; Continuation Funds; Alex and Accounting; Japan's Restructuring
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Software is the new Hardware
Become a member to gain access →Plus! Diff Jobs; Vendor Risk; Hardware and Software; Compounding; AI as an Interface; Rotation
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Longreads + Open Thread
Become a member to gain access →Internyet, Open Societies, Trust, Trading, Gigs, Stocks, Elections, WW2
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What Do Startup Exits Look Like if M&A Slows Down?
Unlock Premium to read this post →Plus! Single Point of Failure; Meta and the Long Game; Prediction Markets; Scale; Common Earth Metals
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What Reverses Industry Concentration?
Unlock Premium to read this post →Plus! A Signing Bonus; GPU Markets; Competing on Pricing Structure; Streaming and Scale; Strategic Investments
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What Financialization Does to an Economy
Unlock Premium to read this post →Plus! Short Covering; Internal Crossing; What it Takes; Restricting Supply Restriction; AI as an Interface
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The Quality Factor
Become a member to gain access →Plus! Diff Jobs; Predictions; The 4Chan of Crypto; Adverse Selection; AI and Ads; Algorithmic Collusion
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Longreads + Open Thread
Become a member to gain access →Data, Microbes, Games, Wikis, 1177, Missions, Graeber
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500 Basis Points Later, What Explains High Prices for Steady Growth?
Unlock Premium to read this post →Plus! Rotation; Optimal Taxation; Full-Stack Marketing; Social Primitives; Bluechecks
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Venture Capital, but What Sort of Capital?
Unlock Premium to read this post →Plus! Optimal Unemployment; A Matter of Degree; AI and IP Update; Listing Standards; Full-Stack Ad Businesses