Amazon Wants AI Models Commoditized. Can They Make it Happen?
Plus! Business and Editorial; The Other AI Growth Story; Getting Ahead of the Shift; Activist Shorts
All posts
In chronological order
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When and How Will AI Offer People Search?
Unlock Premium to read this post →Plus! Consumption Patterns; Training Data; Grift Confluence; Marketing and Piracy; Convergence
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Filling Out Forms is Corvée Labor
Read this article →Plus! The Real News Business; Credit, Wealth, and Risk-Adjusted Returns; Less-Than-Truckload; Capex; Bundling and Scale; Diff Jobs
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Longreads + Open Thread
Read this article →Types, Ellison, AI, YouTube, Private Credit, Globalization, Lending, Huawei
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Who is Levered to Extreme, but not History-Ending, Growth?
Unlock Premium to read this post →Plus! Bond; Capitalizing Nvidia's Strategy; Creator Funds; Adjusted EBITDA; Shortages and Gluts
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Don't Try to Build Another Berkshire
Unlock Premium to read this post →Plus! Humans in the Loop; Humans in the Loop, Con't.; The Hardware/Software Burden; Custody; Unwinding a Bubble
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The Annoying Path to Privacy Herd Immunity
Read this article →Plus! Robots; Competition; Model Moderation; Eggs; Sentiment
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Longreads + Open Thread
Read this article →Education, Auto Theft, Optimizers, AI, Energy, Financial Engineering, Deep Research
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How Many Layers in the AI Stack?
Unlock Premium to read this post →Plus! Scale; Outsourcing Capital; Closed-Loop Generative AI; The Perks of Market Power; Labor Markets
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Uber's AV Bet on a Narrow Range of Competitors' ROI Outcomes
Unlock Premium to read this post →Plus! The Grid, and Cross-Subsidies; Pricing AI; Owning the Login; Liquidity Premium; Supply Chains
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Globalization, Regulatory Arbitrage, and Reshoring-on-Paper
Unlock Premium to read this post →Plus! Antitrust Enforcement; Full-Stack; Decentralizing; Spoiler Bids; Platform Management
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AI Assistants Will Be Great (Especially for the Biggest Companies)
Read this article →Plus! Short Selling; Crypto Treasury Gresham's Law; The Joy of Higher Rates; Labor Substitution; Pricing Black Swans