Longreads + Open Thread
Replication, Gwern, Polostan, Druck, Prediction Markets, Selection Effects, Drexel
Replication, Gwern, Polostan, Druck, Prediction Markets, Selection Effects, Drexel
Plus! Shopping Baskets; In-App Purchases; Agents; The Supply Chain of Short Theses; Reputational Capital
Plus! Polymarket; Is the News Business a Liability?; Financial Engineering; Fuzzy Leverage; Speed and Fragmentation
Plus! Retail Investors; Another Latent Network; The Payoff Function of Tariffs; Negotiating a Business Model; Buy and Hold
Plus! Scaling; Deployment; Usage; The Arbitrage Cycle; Metrics
Ballmer, Scalping, YouTube, Institutions, ChatGPT, Middlemen, Heresy
Plus! The Pods; Worse is Better in Streaming; Uncooking the Books; Cap Structure Arbitrage; Going Direct
Plus! Election Ephemera; Meanwhile in Prediction Markets; Search; Regulation by Media; Feeds
Plus! AI as a Post-Medium; The Economics of Single-Family Rentals; Election Volatility; Volatility, Continued; And Again
Plus! Sin Taxes; Optionality; The Dow; The GPU Financing Ecosystem; AI Fragmentation
China, Defense, Hackers, Globalization, Language, Business Models, Funds
Plus! Search and AI; Generative Ads; Search is a Continuum; Reference Prices