Data-Scrubbing and the Two Sides of the Surprise-Detection Coin
Plus! Inflection, Deflected; Trailing Returns; The Other Kind of Bank Run; Non-Player Characters; Records Both Ways
All posts
In chronological order
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TikTok and the Search/Generative AI Continuum
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The Case for Marking More to Market
Become a member to gain access →Plus! Petrodollar Recycling; Importing Talent; Self-Regulation; Apple/Google; Exits
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Longreads + Open Thread
Become a member to gain access →North Korea, Fraud, Safety, Blackberry, Experts, Alpha, Aging, Banking
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Facebook Marketplace and the Retail/Ads Continuum
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Moderation Problems Never End
Unlock Premium to read this post →Plus! Stripe; ESG and IP Lock-In; Bidding the Basis Trade Narrative Goodbye; Meme Markets; Product Convergence, Continued
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Will We Still Be Able to Measure Inflation?
Unlock Premium to read this post →Plus! TikTok and Political Leverage, Continued; Cost Structures; The America Premium; Media and Scale; Noncompetes, in Letter and Spirit
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Death Spirals
Become a member to gain access →Plus! Ads!; Healthcare and Insurance; Transition Economics; Volatility; Strategic Investments
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Longreads + Open Thread
Become a member to gain access →Salt, Trading, Research, Wirecard Spies, App Spies, Growth, HFT
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Self-Storage Economics
Unlock Premium to read this post →Plus! AI Will Increase, Not Eliminate, Ad Load; Platforms; Temu; TikTok; What Are the Odds?
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Brokers and Dealers in Talent
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Is There a Place for E-Commerce Rollups?
Unlock Premium to read this post →Plus! Supply Chains; Usernames and Moderation; Momentum and Market Bottoms; IPOs; The Other Hedge Fund Boom