Raspberry Pi, The Last Personal Computer
Plus! Outages, and the Cadence of Network Effects; App Stores' Political Economy; Transparency; Supply and Demand; The Long Generation
All posts
In chronological order
-
Unlock Premium to read this post →
-
Nubank and Coding to Reduce Entropy
Unlock Premium to read this post →Plus! AI, in Depth and Breadth; Reputation Arbitrage; Strategic Housing Reserve; Scope 4; Splinternet
-
Intelligence in the Right Increments
Unlock Premium to read this post →Plus! Temu and the Equity/Preferred Question; Collusion; IP and PR; Pod Shops; Meme Stocks, Again
-
Invisible Efficiencies
Become a member to gain access →Plus! Diff Jobs; Making a Market; Outsourcing; Multicloud Can Frackers Collude?; Infrastructure; Area Man Tweets
-
Longreads + Open Thread
Become a member to gain access →China, Inequality, 401(k)s, AI, Content, Counterparties, Costco, McLuhan
-
The NYT: Unbundling, Rebundling, and the Changing Shape of Media Distribution
Unlock Premium to read this post →Plus! AI and Distribution; No Bad Publicity; Bootstrapping a Network; Social Primitives and Building Recommendation Systems; Supply Chains in Russia
-
The Case for Amazon Launching an Airline
Unlock Premium to read this post →Plus! The Accidental Strategic Crypto Reserve; BREIT!; The Corpus Must Grow; The Privacy Efficient Frontier; Bundles of Bundles
-
Retail Participation in the Market is Cyclical
Unlock Premium to read this post →Plus! Preferred, not Common; Data Repositories; Law and Entertainment; Sharing Networks; Detecting AI
-
Martingale Beliefs
Become a member to gain access →Plus! Martingale Beliefs; Diff Jobs; Country Equity; Costs and Benefits; Continuation Funds; Deepfaking the Dead and the Last Generation of Celebrities; Mature Financial Systems
-
Longreads + Open Thread
Become a member to gain access →Shorting, Archegos, Journalism, Mercenaries, Rust, Moonshots, AI, Reformation
-
A Logistics Network is a Distributed System
Unlock Premium to read this post →Plus! Engineering (A Little) Reflexivity; Price Discrimination; Ad Cycles; Power; Power, Cont.
-
Costcoing Consumables
Unlock Premium to read this post →Plus! Reposts; Momentum; Product Convergence; Monetizing Access; Vertical Integration