AI is Working
Plus! Taking Big Swings; Shorting; Fraud; A Deconstructed Uber; Feedback Loops
All posts
In chronological order
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The Economics of Fighting Unwinnable Fights
Unlock Premium to read this post →Plus! Frontends and Backends; An Ad and a Product; Endorsements and Pivots; Long/Short; Reinvestment Opportunities
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Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models
Become a member to gain access →Plus! Lyft Got Fined For Telling the Truth and is Now Compelled to Lie to Drivers; Ozempic and Signaling; Wargaming and Pivots; Failure Modes; ESG, Etc.; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Schleps, Movies, Career Liquidity, Progress Studies, MVP, Locked Secured, Venture Scale, Prigozhin
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Expensive Housing is Both a Policy Problem and a Symptom of Growth
Unlock Premium to read this post →Plus! Alternative Networks; "Punycorns"; Operating Leverage; Reddit and AI; Forced Diversification
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Zoom's Slice of the Modern Stack
Unlock Premium to read this post →Plus! Owning the Data; The Omnibundle; Carrots and Sticks; Regulation by Disclosure Enforcement; Chatbots
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Property Rights Aren't Necessarily a Primitive
Unlock Premium to read this post →Plus! Searching for Answers, not Pages; Cloud, or Not; New Property Rights; Monitoring; Two-Sided Markets
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Tokenomics, Revisited
Become a member to gain access →Plus! AI and Education; Money Laundering; Agglomeration Economics; Threat Models; Universal Hardware; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Prediction Markets, Shoplifters, Palantir, AI, Sports Betting, Agency, Softbank, Polostan
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When is Fragmentation an Opportunity, and When is it a Warning Sign?
Unlock Premium to read this post →Plus! Complements; The Social Contract; 2.5th-party; Monetizing Vulnerabilities; Multiple Audiences
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You Can't Escape Stack-Ranking
Unlock Premium to read this post →Plus! Platforms; Social Network Primitives; Cancellations; Competitive Pricing; Cost Control
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Psychological Negative Carry
Unlock Premium to read this post →Plus! JPM; An Asset Class and an Issue; Prediction Markets; Turnover; Distressed Sellers and the Cycle