The Edge Case/PR Tradeoff
Plus! Meta-Moderation; Governance; M&A Speculation; Second-Order Effects; Self-Regulation
All posts
In chronological order
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Auto-Paternalism
Become a member to gain access →Plus! Growth; AI Deployment; S-Curves and TV; Increasing the Asymptote; China
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Longreads + Open Thread
Become a member to gain access →Foresight, Meta, Money Laundering, UK, Lego, Treasury Bonds, Cult Stocks, Fake Money
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The Economics of Graft
Unlock Premium to read this post →Plus! There Are Dozens of Us; Selective Disclosure; Video Ads; Options; Attrition
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When Competition Matters
Unlock Premium to read this post →Plus! The Varieties of Paywalls; Uber the Platform; Incentive Alignment; Inline AI; Factor Timing
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Pod Shops Extend Their Pseudopods
Unlock Premium to read this post →Plus! The Amazon Model, Redux; More on Moderation; Bug Bounties; AI Skeptics; Industry Structure
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Look for Boring First
Become a member to gain access →Plus! Moderation; ex-SBC; Platform Risk; Strategic Resources; Meta and AI
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Longreads + Open Thread
Become a member to gain access →Shopify, Spam, Fintech, Oil, China, Revenue, Degrowth, Books
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Putting the European Telecom Market Back Together
Unlock Premium to read this post →Plus! Press Releases; Outsourcing at the Edge; The Amazon Model; Covenant-Light; The Energy Transition in Reverse
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Cutting The Minimum Wage for Liquidity Providers
Unlock Premium to read this post →Plus! Vendor Financing; Spinoffs; IDing AI; The Fund; Equity Culture
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The Financial System's PE Patch
Unlock Premium to read this post →Plus! RTO; Good News and Bad News About AI; Retail Investors; Instagram; Supply and Demand
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Will The EU Choose to Compete?
Become a member to gain access →Plus! Unit Economics; CoreWeave and Capital Structure Arbitrage; AI and the Distribution Problem; Markets and Narratives; Convergence; Diff Jobs