The FTX Examiner's Report, or Fraud as an Operational Challenge
Plus! AI and Video; The Hardware/Software Model; Privacy and Scale; The Value Crash Isn't Everywhere; Intermediation
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Blackstone's Owner/Operator Approach
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Go Ahead and Build the Torment Nexus
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One Edge or Many? Reflections on Renaissance Technologies
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Longreads + Open Thread
Become a member to gain access →Simons, Books, Software, AI Ghosts, Sea People, Amazon, Financial Literacy, IBM
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Raspberry Pi, The Last Personal Computer
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Nubank and Coding to Reduce Entropy
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Intelligence in the Right Increments
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Invisible Efficiencies
Become a member to gain access →Plus! Diff Jobs; Making a Market; Outsourcing; Multicloud Can Frackers Collude?; Infrastructure; Area Man Tweets
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Longreads + Open Thread
Become a member to gain access →China, Inequality, 401(k)s, AI, Content, Counterparties, Costco, McLuhan
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The NYT: Unbundling, Rebundling, and the Changing Shape of Media Distribution
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The Case for Amazon Launching an Airline
Unlock Premium to read this post →Plus! The Accidental Strategic Crypto Reserve; BREIT!; The Corpus Must Grow; The Privacy Efficient Frontier; Bundles of Bundles