Longreads + Open Thread
Minksy, AI, Platforms, Streaming, Price Controls, Deflation, The Ottomans
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Opera and the AI Challenge
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Sequoia's Split and Why Durable Investing Franchises are so Hard
Unlock Premium to read this post →Plus!Arbitrage; AI Regulating AI; Instagram's Content and Coverage; Ad Load; A Meme Stock or Not?
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Is Clever Deal Structuring a Fun Side Hustle or a Core Driver of Wealth Accumulation?
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In Defense of Made-Up Metrics
Become a member to gain access →Plus! Scaling the Non-Scalable; VR and Platform Ownership; What is a Bank?; The Non-Recession Recession, in One Graph; Going Direct; Diff Jobs
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Longreads + Open Thread
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Starbucks: What Does an Industry Pioneer Do When The Frontier Catches Up?
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China, Without the Growth
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Data, Prices, and Central Planning
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Longreads + Open Thread
Become a member to gain access →Car Paint, Horror Movies, Data, AI, Marketing, Pensions, Zell, Banks
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Bet on the Side With the Low Discount Rate
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Single Source of Truth
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