IP Protection in the Era of Fast Copying and Watermark Removal
Plus! Data and Outsourcing CoreWeave Fraud Realignment Local AI
All posts
In chronological order
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StubHub: Market-Making in a Maximally-Heterogeneous Asset Class
Unlock Premium to read this post →Plus! Lobbying Through Products; Models; Digital Assets; Skill Levels; Risk Premia
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The Two-Sided Uncertainty Tax
Unlock Premium to read this post →Plus! Privacy and Usability; Muscle Memory; Talking One's Economic Short Book; More Preemptive Free Trade; Private and Public
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There's More Than One Efficient Market Paradox
Read this article →Plus! Reciprocal Tariffs; AI Purgatory; Payments and Credit; LinkedInFluencers; Efficient Markets
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Longreads + Open Thread
Read this article →Archiving, Externalities, OpenAI, 2024, Abundance, Hiring, The Dollar
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Why do Stocks Only go up at Night?
Unlock Premium to read this post →Plus! AI Adoption and Incumbents; DOGE; The News Business; Financing the Trade; What do Oil Companies Want?
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Investors as Translators
Unlock Premium to read this post →Plus! $44bn; Banks and Rates Trades; Connected Cows; Competing With AI; Recaps
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MNTN Scales the Small-Scale Advertiser
Unlock Premium to read this post →Plus! Liquidity; Monetizing AI; Regulatory Arbitrages; Bundling, Unbundling, and Temporarily Rebundling; Competing for Capital
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Klarna and the Two Pivots of 2022
Read this article →Plus! Diff Jobs; Crypto Adoption; Art Margin Calls; Liquidations; Corporate Espionage; DeepSeek
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Longreads + Open Thread
Read this article →Equity Nation, Hansa, Commodities, DOGE, LLMS, Recessions, AI, Rhodes, The GFC
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Deals and Hype Trades
Unlock Premium to read this post →Plus! AI Models and Comparative Advantage; Proprietary Data; AI and Incentives; The Neoteny Business; Substitution
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Central Banks and the Guidance Paradox
Unlock Premium to read this post →Plus! Crowded Trades; CoreWeave; The Bots; Accounting; Political Meme Stocks