Building for Power Users
Plus! Adtech and "Sky Bridges"; SuperMicro!; GPD YoY; Black Boxes; Pods and Cycles
Plus! Adtech and "Sky Bridges"; SuperMicro!; GPD YoY; Black Boxes; Pods and Cycles
Scams, Scrolls, Dating, Ackman, Search, Real Estate, Alternative Data, Private Equity
Plus! Surprises; Trillions; Choose-Your-Own-Shareholder-Return-Approach; Sora; Tech and Temporality
Plus! Lyft Off; Oil M&A; Full-Stack Marketing; Third Place; Data Markets
Plus! Rebooting; AI, UGC, and Communities; Land Rushes; AI and Share Shift; Nirvana
Plus! Diff Jobs; Discount Pods; China and Real Estate; Microcaps; Unraveling; Market Structure
LTCM, Quora, Stephenson, Competition, Musk, Media, Bankrolls, Japan
Plus! M&A Cycles, Regulatory Cycles; Financial Engineering; Drones; Trillions; Linkages
Plus! AI and Academics; Memberships; Dry Powder; Integrating AI; Technology Feedback Loops
Plus! Complex Liquidations; Multi-Media Consumption; Spam and Scams ;More Multi-Media; First-Party to Third-Party
Plus! The Carbon Discount Rate; Alternative Data; Transitory Lessons; App Economics; Where Does the Basis Trade Come From?
Checking, Ghostwriting, Fertility, Ads, Ideology, Corporate Mortality, Rates, The Banana King