PagerDuty: "Uptime is Money"
Plus! Gasoline, Kerosene, Alpha, and Other Things Derived from Oil; Cost Cuts and Remote; Bond Math; Super Bowl Ads and Cycles; More Countercyclical Hiring
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The Pace of AI Advances is Temporarily Overstated, But Still Very, Very Fast
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Net Promoter Score Isn't Predictive, Which is Why It Works
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Companies and Entropy
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Longreads + Open Thread
Become a member to gain access →Andreessen, AI, Sunk Costs, Risk, ML & Biology, Valuation, Wirecard
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Grainger: The Other Everything Store
Unlock Premium to read this post →Plus! The Big Tech AI Rollout; The Big Tech AI Rollout, Continued; ETFs and Market Timing; Net and Gross Hiring; Manufacturing
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Bubble as Revolution by Other Means
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BP's Energy Outlook: Costs, Consequences, and Volatility
Unlock Premium to read this post →Plus! The OpenAI Zaibatsu; First-Party Data, Always; The EV Buildout; Streaming Consolidation, the Easy Way; Turnover
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BP's Energy Outlook: Costs, Consequences, and Volatility
Unlock Premium to read this post →Plus! The OpenAI Zaibatsu; First-Party Data, Always; The EV Buildout; Streaming Consolidation, the Easy Way; Turnover
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Equity as an Option on Future Reinvestment
Become a member to gain access →Plus! Apple AR; Car Loans and Non-Stationary Distribution; Shorting; Working Capital; Acceleration; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →AI Economic, High-Variance Management, Gossip, AI Content, Wealth, Economics, China
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Capital One and the Fate of Fintechs
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