Longreads + Open Thread
Cybernetics; Thermometers; Scams; Media; Publishing; Paper Belt
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Roblox: Checking in on the Current Metaverse
Unlock Premium to read this post →Plus! Hiring as a Sequencing Problem; Growth and Competition; Relocation; Writedowns; "Our rates, their problem"
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Are There Any Cheap Options on Talent Left?
Unlock Premium to read this post →Plus! Banks That Can't Prop Trade can Still Write Puts; Many Pockets; Pension Ouroboros; Aggregators; Fake Reviews
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How Do You Tax a Windfall, Anyway?
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Is Mental Math Part of the Current Meta?
Become a member to gain access →Plus! Diseconomies of Scale; Licensing; Inflation; Normalization; Ads: Content and Context; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →AI and Value Capture; AI and Advertising; Huawei; China's Chips; Money Laundering; Loans
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The Dimensions of Contrarianism
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There's Always Another Greensill
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Should Meta Be Run for Cash Flow?
Unlock Premium to read this post →Plus! Fun While It Lasted; Sanctions; Fast Delivery Can Work (But Not If It Grows Too Fast); Price Discrimination; Assets and Liabilities
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Longreads + Open Thread
Become a member to gain access →Biased Coins; Baby Booms; McKinsey; Collusion-by-Software; Boards; Chips
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Are Data Center REITs a Differentiated Asset or Overvalued Air Conditioning Resellers?
Unlock Premium to read this post →Plus! Consumer of Last Resort; Inverting the Software-as-Regulator Dynamic; Snap; No Defense Boom Yet; Scaling
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Single Points of Failure
Unlock Premium to read this post →Plus! Cheap Japan; Software as Regulator; Bootstrapping NFTs; Collateral; Two Kinds of Uber Ads