Longreads + Open Thread
Archiving, Externalities, OpenAI, 2024, Abundance, Hiring, The Dollar
Archiving, Externalities, OpenAI, 2024, Abundance, Hiring, The Dollar
Plus! AI Adoption and Incumbents; DOGE; The News Business; Financing the Trade; What do Oil Companies Want?
Plus! $44bn; Banks and Rates Trades; Connected Cows; Competing With AI; Recaps
Plus! Liquidity; Monetizing AI; Regulatory Arbitrages; Bundling, Unbundling, and Temporarily Rebundling; Competing for Capital
Plus! Diff Jobs; Crypto Adoption; Art Margin Calls; Liquidations; Corporate Espionage; DeepSeek
Equity Nation, Hansa, Commodities, DOGE, LLMS, Recessions, AI, Rhodes, The GFC
Plus! AI Models and Comparative Advantage; Proprietary Data; AI and Incentives; The Neoteny Business; Substitution
Plus! Crowded Trades; CoreWeave; The Bots; Accounting; Political Meme Stocks
Plus! Divided Attention; Demand; Buying Low?; The Stuff Tax; Mispriced Derivatives
Plus! Diff Jobs; Scaling; Retail Investors; Comparative Advantage; Transaction Costs and Corporate Structure; DeepSeek Governance
Personal Essays, Lies, Popes, GPT-4.5, Banks, Buy-and-Hold, Advanced Portfolio Management, Trade, Karp
Plus! AI as an Interface; Post-Post; Meta-Moderation; Custom Finance; Voice and Search