The Data Business, At Three Resolutions
Plus! Diff Jobs; The Instagram Numbers; Trader Pay; The Distribution of Near-Misses; Benefits; Funding Cycles
All posts
In chronological order
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Longreads + Open Thread
Become a member to gain access →Phones, Spam, Academia, Wang Huning, Growth, Wealth, Corporate Espionage, Regular Espionage
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Inside the Financial Plumbing System
Unlock Premium to read this post →Plus! Death by Irony; The GPU Capital Structure Arbitrage; Unhappy Returns; Exposure; Hubspot
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In Cybersecurity, The Worst Is Always Yet to Come
Unlock Premium to read this post →Plus! What's Left After Automation; Paywalls and Gross Margins; Shareholder Democracy; Content Arbitrage; Multimedia
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Startup Ideas Matter More When the Idea is Harder to Execute
Unlock Premium to read this post →Plus! Back in the Bottle; Virality; Transitions; The Deployment Phase; Volatility
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Algorithmic Collusion
Become a member to gain access →Plus! Diff Jobs; Operationalizing Secrecy; Product Convergence; Black Box Update; Data Scarcity; Cash Management
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Longreads + Open Thread
Become a member to gain access →Covid, Apple, Ireland, Fanatics, Private Credit, Austin, Hedge Funds, Arbitrage
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Corporate Intelligence: When and Why Companies Spy
Unlock Premium to read this post →Plus! Open Source Economics; AI Limitations; AI and Jobs; Trump de-SPAC; Insourcing
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Globalization, Economic Complexity, and Segmenting Margins
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The Duolingo Disaster That Wasn't
Become a member to gain access →Plus! Diff Jobs; Chatbots; Alpha Capture; Coreweave; Preannouncements; AI's ROI
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Longreads + Open Thread
Become a member to gain access →Transformers, Perot, Dune, Magnetar, Theory, Alpha, Incentives, Trading
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The Inevitable Antitrust Conflict
Unlock Premium to read this post →Plus! The Universal Interface (for Fraud, too); Drones March Onward; Deepfake Panic, Redux; Law Firms and Capital Structures; Retail Media's Cycles