Longreads + Open Thread
Consumption, Europe, COBOL, Second Products, Lego, Value, DuPont Formula, Germany
-
Become a member to gain access →
-
Prologis: Running a Complex Distributed System of Atoms Rather than Bits
Unlock Premium to read this post →Plus! More Convergence; Building a Pod Shop; LLMs and Creativity; Pattern-Matching; Layers of Scams
-
The Long Arc of Corporate Transparency
Unlock Premium to read this post →Plus! Two Kinds of AI Rentiers; Omnichannel; Decline of 18%/20%/25%; Inline AI; Outsourcing by Degrees
-
The Decline of "Menu Costs" (For Some)
Unlock Premium to read this post →Plus! Integrated Business Models; Nvidia's AI Feedback Loop; Inputs; Automation is hard; Trade
-
Graduating to Parallelized Strategies
Become a member to gain access →Plus! AAI; OpenAI; Twitter; Pod Shop Math; Privacy, Security, and Monopoly; Diff Jobs
-
Longreads + Open Thread
Become a member to gain access →Cars, Trading, Munger, Hiring, The Diff, Funds, Proxies, ChatGPT
-
McDonald's and the Varieties of Scale
Unlock Premium to read this post →Plus! P(Doom); Gemini, Redux; Deepfakes; Expected Returns; Taxing Subsidies
-
Volatility in a Financialized Economy
Unlock Premium to read this post →Plus! Gemini and the Model Race; And on the Hardware Side...; Elasticities; Tweaking Momentum; Carrots, Sticks, and Policy Leverage
-
A Financial Self-Destruct Button
Unlock Premium to read this post →Plus! The Bundle Bundle; Slow Takeoffs; Wearables; Pricing; Elasticities
-
In Investing, and in Life, The More Timeless the Discovery the More It's a One-Off Gain
Become a member to gain access →Plus! Airlines; Deflation; VC; Automation; Vertical Integration
-
Longreads + Open Thread
Become a member to gain access →Nvidia, EA, Compliance, Flo, Knowledge, Facebook
-
Invasion of the Byline-Snatchers
Unlock Premium to read this post →Plus! Geographic Arbitrage; Retail; The Slow Grind of the Roll-Ups; AI as an Interface; $1 Trillion's a Crowd