FaithTech Comes to Public Markets
Plus! Worse is Better in Dating; De-Dollarizing; Externalizing FDEs; Uncanny Valley Marketing; Where the Money Went
All posts
In chronological order
-
Unlock Premium to read this post →
-
Who was First to Situational Awareness?
Read this article →Plus! The Short-Selling Cycle; Maturity-Matching; Fundamentals Manipulation; Tariffs and Meta Mean-Reversion; FDEs
-
Longreads + Open Thread
Read this article →Palantir, Volatility, Aphantasia, Sundheim, Consumerism, Information, Quants, McCarthy
-
The Fungi-buildout
Unlock Premium to read this post →Plus! Distribution; Age Restrictions; Variant Views; Oil Politics; Fungible Ads
-
When Does the "Switzerland Strategy" Break Down?
Unlock Premium to read this post →Plus! Omnimedia; Full-Stack; Collusion; Trades and Hedges; IT Policies
-
The IPO Question
Unlock Premium to read this post →Plus! Trade Deals; Whales; The Applications Layer; Recapitalizing; Anonymity
-
The Year of Convergence
Read this article →Plus! Diff Jobs; Ads; Maximalism; Comparative Advantage; Trader-in-Chief; GenAI
-
Longreads + Open Thread
Read this article →Substack, Cigarettes, Body as Factory, Sowell, Dubai, Rational Expectations, Bubbles, Old Gods
-
Why an AI Browser and not an AI Office Suite?
Unlock Premium to read this post →Plus! TPUs!; Automation; Market-Based Enforcement; Complete Markets; Earnings
-
The Missing AI Megadeal
Unlock Premium to read this post →Plus! Contribution Margins; Short Video, One Stage at a Time; Constituencies; Platform Advantage; Data Laundering
-
AI-Enabled Professional Services Businesses as a Late-2020s Story
Unlock Premium to read this post →Plus! Confluence of Interest; Prediction Market Risk Premia; Feedback Loops; Automation; Options
-
Routers, Apps, AGI
Read this article →Plus! Diff Jobs; Peripheral Bets; Fragmentation and Industry Maturity; Deepfakes as Pull Quotes; Benchmarks; Platforms