Longreads + Open Thread
Behavioral Finance, Betting, Caro, State Capacity, SolarWinds, Short Selling, BuzzFeed, Balzac
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What's the Ecomm-ex-Amazon Stack?
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Three Models for Data Companies
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Why is OpenAI Financed That Way?
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SVB in Retrospect
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Longreads + Open Thread
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Revisiting Coinbase: Company Without a Country?
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Zero-Day Options: Vol When?
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The Composting Theory of Continuous Growth
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Why The Answer Is So Often Ads
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Longreads + Open Thread
Become a member to gain access →Crime, Dril, Careers, Doom & Foom, Dollars, Alpha, AI, Amazon
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Future PLC and Media Transitions
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