The AI Trust Paradox
Plus! Post-Page Web; Variable Costs of Capital; Monopoly; That Was Fun; Top-Down Guidance
All posts
In chronological order
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P&L Beta: How Much You Keep out of How Much You Make
Become a member to gain access →Plus! Narratives and Volatility; The New Acqui-hire Model; A Good Trade; Terms; Celebrity AI Economics
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Longreads + Open Thread
Become a member to gain access →Visas, Crowdstrike, Dining, Word Processors, Accredited Investors, China
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The State of the AI Rollout
Unlock Premium to read this post →Plus! The Prediction Market Moment; AI as an Interface; The Bundle; Jurisdictions; Network Effects
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One Model or Many? Or Both?
Unlock Premium to read this post →Plus! Culture Drift; Loyalty and Intermittence; Splinternets Update; Distribution Wins; Two Kinds of Legitimacy
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NIMBYism is Great When There's Infinite Real Estate
Unlock Premium to read this post →Plus! Marketplaces; Shorting, Distorting; Zoom Campaigning; The Long Tail; Brand and Money
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Meta's Open-Source AI Economics, Re-Revisited
Become a member to gain access →Plus! The Quantum Gambit; Monetizing Volatility; Banking and Credit; How Long is the Long Game?; Sticky Expectations; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Crypto, North Korea, Healthcare, Parties, Monopolies, Lifetime Value, Prediction Markets, The Good Life
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SaaS and Liability
Unlock Premium to read this post →Plus! Nearly-Algorithmic Collusion; AI and Search; Multiplatform; A Local Splinternet; Product Convergence
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Passive Income from Options Selling Comes to DC (by way of Big Hill and West Hackberry)
Unlock Premium to read this post →Plus! Cookies; Multi-Strategizing; Continuation Funds; Alex and Accounting; Japan's Restructuring
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Software is the new Hardware
Become a member to gain access →Plus! Diff Jobs; Vendor Risk; Hardware and Software; Compounding; AI as an Interface; Rotation
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Longreads + Open Thread
Become a member to gain access →Internyet, Open Societies, Trust, Trading, Gigs, Stocks, Elections, WW2