Invasion of the Byline-Snatchers
Plus! Geographic Arbitrage; Retail; The Slow Grind of the Roll-Ups; AI as an Interface; $1 Trillion's a Crowd
Plus! Geographic Arbitrage; Retail; The Slow Grind of the Roll-Ups; AI as an Interface; $1 Trillion's a Crowd
Plus! "I have nothing to add"; Jack Ma's Southern Tour; Value Capture; Atoms and Bits; Methane Metrics
Plus! China's Back!; Division of Labor; Lead Generation; Rolling Up Amazon Roll-Ups; Currency Crises, Globalization, and Tech
Plus! Diff jobs; 0DTEs; Corporate Politics; Ads and Sports; AI Creating Jobs; Marketing Real Estate
Stop Losses, Insurance, Google, Napoleon, Genomics, Counterparties, OpenAI, eBoys
Plus! IP and AVs; Crowding; Lego and Brand Stacks; Cruise Gingerly Reaccelerates; Building on Spec
Plus! Chanos; Buybacks, In Bulk;Complements and Credentials; Recruiting; Full-Stack
Plus! OpenAI's Oops D'Etat; Meta; Unit Economics and the Japanese Labor Force; Cruise; Growth and Corruption
Mirai, Protestants, Postwar, Defaults, Discount Rates, Crowding, The Riff, Romney
Plus! Short-Termism; It's Always Eventually Ads (Unless It's Paywalls); Sanctions and Sanctions; Reorgs; Short-Selling Bans
Plus! Chaos; Media Pivots; The Missing 40 Million; Founders; More Amazon Ads
Plus! Small Caps and Like-for-Like Comparisons; Cat Bonds; Energy; 36%; Peak Pod?