Compensation as Game Design
Plus! More on Talent; Financial Engineering; Where We Are in the Cycle; Product/Service Complementarity; The Missing Panic
All posts
In chronological order
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Longreads + Open Thread
Read this article →Conductors, China and AI, SharkNinja, Logistics, English, Diversification, Lord Jim
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Is There a Plan for AI Spam?
Unlock Premium to read this post →Plus! Regulatory Arbitrage; Tariffs; Moral Authorities; Talking the Book; Scale
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It's Not Just Hard to Measure AI's Consumer Surplus—We Can't Even Measure its GDP Impact
Unlock Premium to read this post →Plus! Grok; Inference; Liquidity; Ideal Delivery Markets; The High-Resolution Economy
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Will Baby Bonds Make a Difference?
Unlock Premium to read this post →Plus! Trades; Tariffs; Which Daily Actives?; Two Visions of Diversification; Liquidity
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What We'll Lose With AI
Become a member to gain access →Plus! Platforms and Reputation; General-Purpose Technologies; Court Politics; Post-Ozempic Snacking; The Next Phase of Crypto Treasury Strategies
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Longreads + Open Thread
Read this article →Chess, Stalin, Coal, Agency, Thesis Drift, Cyclicals, Oracle
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Figma: Saving the Best for Last
Unlock Premium to read this post →Plus! The Waymo Balance Sheet; Adverse Selection in Hiring; Adverse Selection in Marketing; Factors; Growth
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McGraw-Hill's Quest for the Right Multiple
Unlock Premium to read this post →Plus! Price Parity; Crypto; Coasian Businesses; Outsourcing; Hardware
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In Defense of the Ad Economy
Read this article →Plus! Diff Jobs; Wage Elasticity; Coopetition; Capital Structure; Market Breadth; Playing Chicken
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Longreads + Open Thread
Read this article →Alpha School, Thiel, Reading, Cruise Ships, China, Dalio, AI, Genghis Khan
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How Much of the Economy Will be an AI Sandwich?
Unlock Premium to read this post →Plus! Full-Stack Synergy; Catch-Up Growth; All-Time Highs; Celebrity Scarcity; The Case for Cluely