Why Pay the Same Way?
Plus! Liquidity; AI Sentiment; Custom ETFs; Scale; X
All posts
In chronological order
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“Bullshit Jobs” is a Terrible, Curiosity-Killing Concept
Become a member to gain access →Plus! Sanction Economics; Exiting; Building Complements; Shares and Votes; Quality Problems; Diff JObs
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Longreads + Open Thread
Become a member to gain access →Math, Lab Leaks, Housing, RAND, Knowledge
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Money for Nothing?
Unlock Premium to read this post →Plus! An Asset Class, After All; Fame as Real Estate; Working Backwards; Fine-Grained IP Protection; Subscription Economics
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Chasing Externalities
Unlock Premium to read this post →Plus! Moutai and Dirty Hedges; The Other Kind of Algorithmic Collusion; Deals; Regulatory Capture; Wealth Accumulation
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The Supply Chain of Talent
Become a member to gain access →Plus! Getting the Cycle Right; Regulatory Arbitrage in E-Commerce; Dry Powder and Meta-Stability; The Split Market; Transmission Mechanisms
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Longreads + Open Thread
Become a member to gain access →Crime, Blair, Game of Thrones, Hedge Funds, Research, Money, Greece
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Complementary Cooling: Refrigerated Warehouse REITs
Unlock Premium to read this post →Plus! Automating Training; AI and the end of Mass Fame; Marketing Stunts; Size, Quality, and Passive Investing; User-Generated Content-Generating Agents
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Apple's Physical-Platform Transition
Unlock Premium to read this post →Plus! Licensing Data; Flipping the Switch on Self-Driving Cars; Accidental Lock-In; Unit Economics!; The Limits of Data
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Does the AI Business Work if They're Paying for Content?
Unlock Premium to read this post →Plus! Unintended Consequences; The Nothing Ever Happens Trade; A Scale Game; Exits; A Little Less Financial Engineering at OpenAI
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Fertilizer and Toxins
Become a member to gain access →Plus! Diff Jobs; Margins; A Better, Costlier Alexa; Elasticity; Counterparty Risk, Served Two Ways; The Universal Denominator
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Longreads + Open Thread
Become a member to gain access →Networks, Five Nines, Tours, Disinformation, Deglobalization