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The Diff

thediff.co

Inflections in Finance and Tech

Society / politics / economyTech news / industryCrypto / fintech

’19’20’21’22’23’24’25’26
Posts
1,749 from 18 Oct 2019 to 30 Oct 2026
Posting
about daily (158 in the last year)
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personal blog
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Latest

October 2026

  1. Argumentum ad LLM
  2. Why Do AI Labs Follow the Zaibatsu Model?
  3. How Fast Does Software Depreciate These Days?
  4. Robots Are Coming for Jobs That Don't Exist Yet
  5. Longreads + Open Thread
  6. Written, Spoken, or Somewhere in Between
  7. The Solo Data Labeling Business
  8. What is the Unit of AI Output? Or AI Progress?
  9. Doing Business in the Dark Forest
  10. Longreads + Open Thread
  11. Seeing like the Weights
  12. AI Spy
  13. The Other Side of Market Concentration
  14. The Super-Rich as Financial Sin-Eaters
  15. Longreads + Open Thread
  16. You Probably Can't Build Your Own Hedge Fund/Prop Trading Firm With AI (But Incumbents Would Love it if You Tried)
  17. Peculiar Hedges
  18. Cuteness Risk
  19. Life with Nonzero Interest Rates
  20. Longreads + Open Thread
  21. Corporate Finance for Publicly-Traded Sports Teams
  22. A Sketch of Meta as an Enterprise AI Company

September 2026

  1. Modern Pricing
  2. How Far in the Future Should You Be Trying to Live?
  3. Longreads + Open Thread
  4. AI Agents Save Users Money But Probably Won't Raise Savings Rates
  5. Market Breadth and Transformative Technologies
  6. Blurred Minds
  7. Forward Deployed
  8. Longreads + Open Thread
  9. In AI Exposure, Sometimes Worse is Better
  10. The Meta Safety Model
  11. Airbnb's Mezzanine Financing Strategy
  12. The Economics and Politics of Pacing the Frontier
  13. Longreads + Open Thread
  14. Audio Fixed—Oura: Moats, Bundles, Complications
  15. AI Growth is Visible in GDP, If You Squint Right
  16. Staying Calibrated
  17. Longreads + Open Thread
  18. Deflating Trust
  19. AI Doom as an Accounting Problem
  20. Imperfectly Enforced Rules Create Bad Local Maxima

August 2026

  1. The Surprisingly Weak IPO-Housing Effect
  2. Longreads + Open Thread
  3. The HuggingFace Post-Mortem: Entomological Agents
  4. Legislating from in Front of the Bench
  5. Data Flow
  6. Ad-Supported Platforms are a Unique Antitrust Problem
  7. Longreads + Open Thread
  8. Bootstrapping Humanoid Bots
  9. Does Nvidia Want to Own Some Mercor or Subsidize It?
  10. Data Scarcity
  11. Financial Entrepreneurship in the Indexing Era
  12. Longreads + Open Thread
  13. Customers as R&D
  14. Holtec's Very Roundabout Drop-In Replacement Model
  15. Toll Collectors on the Road to Abundance
  16. FP&A as the Telemetry and Counterespionage
  17. Longreads + Open Thread
  18. Convergent Evolution in the Architecture of Intelligence
  19. The Politics of Visible and Invisible AI
  20. What Does it do to Crypto Prices if Everything's (Temporarily) More Hackable?
  21. Who Hedges Where?
  22. Longreads + Open Thread

July 2026

  1. Situational Awareness, Revisited
  2. "Natty-or-not" for Everything
  3. Catalysts
  4. What We Periodically Relearn About Rent Control
  5. Longreads + Open Thread
  6. The Market Doesn't Sell Off on Excessive-Capex Concerns at the Top
  7. The Runaway Models
  8. The Baumol Bounce
  9. The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be
  10. Longreads + Open Thread
  11. Adversarial Inference and Emily Post
  12. An Overlubricated Economy
  13. AI as a Conscientiousness Prosthetic
  14. The Bad Apple Problem
  15. Longreads + Open Thread
  16. Has AI Art Been Tried?
  17. Nomentum
  18. The Ghost-in-the-Finite-State-Machine Design Pattern
  19. Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?
  20. Longreads + Open Thread
  21. In the Future, Every AI Lab is a Neocloud for Fifteen Minutes

June 2026

  1. Skilled Labor Supply Chains
  2. The Mythical Agent-Minute
  3. Longreads + Open Thread
  4. Court Philosophers
  5. Gamblers and Data Gatherers
  6. Should You Trust the Hacker News Peanut Gallery?
  7. Blind Extrapolation as a Powerful Force in Finance
  8. Longreads + Open Thread
  9. The Megacap Era
  10. N > 1
  11. What Does it Mean to Have a Trillion Dollars?
  12. Longreads + Open Thread
  13. Bending Spoons' High-ROI Nostalgia Menagerie
  14. What is an Index For?
  15. The Median App and the Median User-Minute
  16. It's Maturity Transformation All The Way Down
  17. Longreads + Open Thread
  18. AI Hardware Dutch Disease
  19. The Era of the Vol-Farming Celebrity
  20. Funding Sources
  21. Using AI for Writing like a Responsible Adult

May 2026

  1. Longreads + Open Thread
  2. Subscriptions and Credit
  3. The Coasian Margin Frontier
  4. The Rocketship
  5. Longreads + Open Thread
  6. Pod Shops Got Many Shots to Get AI Right
  7. The New Escape Velocity
  8. Productivity Paradoxes
  9. What Can You Learn from a Deterministically Chaotic Market Simulation?
  10. Longreads + Open Thread
  11. The Transparency Sonic Boom
  12. In the Court of the Technoking
  13. An Investment Banker's Kind of Investment Bank
  14. Why does Resource Extraction Produce Such Concentrated Wealth?
  15. Longreads + Open Thread
  16. Investor Relations Goes Retail
  17. When Will Chrome Decapitate the Internet?
  18. Deployment
  19. Dead Airlines
  20. Longreads + Open Thread
  21. The Market for Contrarian Talent Doesn't Clear

April 2026

  1. Could There be a Forward-Deployed Engineer Supply Crunch?
  2. Libraries and Language Culture When AI Writes the Code
  3. Are the AI Labs Ready for the AI Backlash?
  4. Longreads + Open Thread
  5. Reddit as a Reinforcement Learning Gym for Persuasion
  6. Trading Infrastructure, Trading Volatility
  7. LLMs and the Techno-Traditionalist Turn
  8. Ad-Based Platforms Have Mostly Solved Optimal Taxation
  9. Longreads + Open Thread
  10. The Browser's Extended Phenotype
  11. Building the Biotech Router
  12. Paying Up for the Right to be Sued
  13. Ring, Cloudflare, and the Supply Chain of State Capacity
  14. Longreads + Open Thread
  15. Decentralized Pundit Calibration as a Vision of Long-Term Economic Growth
  16. Mythos and the Long-Term AI Lab Model
  17. Can Your Business IPO When Part of It's on Fire?
  18. Uncanny AI
  19. Longreads + Open Thread
  20. When Labor is Scarce, Equity is the Mezzanine Tranche

March 2026

  1. The Antibiotic-Resistant Bacteria Problem in Regulation
  2. Handy Robots
  3. Longreads + Open Thread

Every year

2026 1582025 12023 12019 10

Undated 1579

  1. Alchian allen and agglomeration explaining economic inequality and nice golf courses in vegas 379eae5ddc5
  2. Cost first new years resolutions 6bb30393201d
  3. Thats a bus 4e62e139a2f5
  4. Big debt crises bigger debt crises 61abf7990338
  5. Diversify your childs media diet 94094f9b8e30
  6. The 30 year mortgage is an intrinsically toxic product 200c901746a
  7. Optionality is for innumerate cowards f2c5a759b607
  8. Why were not not homeschooling 262e36b1346f
  9. The stablecoin trilemma d763ff64a6eb
  10. The tyranny of the long generation 910dff54be8
  11. Backups and giving up e0373b0227d7
  12. Blitzscaling read it before your competitors do 314a3969aa62
  13. Behind the cloud 2605aec93edf
  14. Coase the border between theory and practice 1db0c142cd1e
  15. Why is finance full of jocks plus useful advice for people who think this is stupid and unfair 330d35a0b7d7
  16. Subscribed zero marginal cost thinking in a high marginal cost world aae9208cde89
  17. The social network was the most important movie of all time 9f91f66018d7
  18. How filter bubbles will save the world c37f5ade70ef
  19. Writing good career move terrible career ad672663ea3b
  20. Better advice through financial engineering ead756f4d63d
  21. Breaking exclusive trust me im lying read the leaked banned review 732f5a139754
  22. Cfa sans ba the case for a barbell approach to education 980f2d6f67d3
  23. Passive as a factor b1989b07facb
  24. Bloomberg ideas thoughts on ai at work 97a8f66fb687
  25. G k chesterton management guru eefcf0e483fc
  26. A paid product wont matter for twitter 2b8f3a3963b6
  27. The millennialization of financial news fe698be6bafa
  28. Cryptocurrencies and post post scarcity economics 4dfbc04d84c6
  29. The uber of x will be uber 91525ec386f3
  30. Why netflix competitors target countries not genres 2429837cf89d
  31. Crypto currency and network effects winners usually stay winners d28117a199aa
  32. How do lending club loans fare during recessions lessons from 2015 a523922a814b
  33. Understanding netflix 5ab8f528f5b4
  34. Tech investment themes for the next five years 5e3f995e1e75
  35. The slow motion trainwreck facing the meal kit industry 345f14df45ad
  36. Smart money dumb money zen money 32f6a6d0549b
  37. Most large tech companies are systematically undervalued c8acf4b00a07
  38. The sidecar the strategic and financial brilliance of great companies investing in mediocre d619333c39
  39. Snap inc how to read the s 1 58cf82830b2
  40. Free press vs free expression
  41. Everything wrong with google finance is everything wrong with google 9dd47d82c808
  42. The hack when crime pays fractions
  43. Why are toys such a bad business
  44. Hiring based on side projects unfair
  45. Software full stack and sumo startups
  46. To understand jio you need to understand
  47. The bullwhip effect
  48. Spacs as a call option on hype
  49. Palantir on business cults and politics
  50. Amazon a new kind of antitrust risk
  51. Newsletters and new media economics
  52. Working in public and the economics
  53. Banking when you cant bank on anything 8a5
  54. Banking when you cant bank on anything
  55. Business model meta models
  56. Inside the house report on big tech 6a6
  57. The gamerarbitrageur to generalist
  58. Surfing the right s curve
  59. Big tech at the end of history
  60. Hardware as a service
  61. Engineering a conglomerate
  62. The wework arc
  63. How the pandemic is fixing some of
  64. Understanding airbnb
  65. How bubbles and megaprojects parallelize
  66. Big tech sees like a state
  67. Taiwan and supply chain frenmity
  68. Just one thing or every single thing
  69. Wish e commerce fast and slow
  70. Whats gold for
  71. Whats happening in logistics
  72. Donotpay the api for irl
  73. Sharing and owning standards
  74. The privacy front in the messaging
  75. The road not taken stripe ant paytm
  76. The technocrats recovery
  77. Homesteading mental models
  78. An airline ipo in this economy
  79. Four refoundings
  80. The diff reading list
  81. What happened in texas
  82. Three bull cases for starlink
  83. Why did one internet subculture spot
  84. The value of time rounds to either
  85. Salesforce selling
  86. Understanding coinbase
  87. When ibm was the center of gravity
  88. Decoupling digital currency and the
  89. Partial deregulation as an antipattern
  90. Electrocloud
  91. The gym business usage slacking and
  92. Regulating big tech is a product
  93. Nfts and the moneystatus exchange
  94. What works in saas pricing
  95. Aws for industry but better the railroad
  96. Refactoring restaurants
  97. What happens when most media is produced
  98. The economics of noncompetes
  99. Tegus and the research stack
  100. The network before the internet
  101. Datas limits and the judgment gap
  102. Ftx rip 6390b568121bc671fc456b12
  103. A taxonomy of drawdowns
  104. Closing industry frontiers
  105. In a stable career track where does the risk go
  106. Internal software as a competitive advantage
  107. Data prices central planning
  108. Where does stripe go from here
  109. Reddit and platform politics
  110. The supply chains of bits and atoms
  111. How many trillion dollar companies should there be
  112. A theory of grift
  113. Antithesis debugging debugging
  114. Building for power users
  115. Get used to a more hallucinatory search experience
  116. What exactly are we trying to tax
  117. The one big side bet model of wealth creation
  118. Longreads open thread 104
  119. Social media as a test of human in the loop generative ai
  120. Longreads open thread 105
  121. What would it look like if the p model blew up
  122. Longreads open thread 106
  123. Economic lessons from the last few singularities
  124. Longreads open thread 108
  125. The economics of logos
  126. Longreads open thread 109
  127. General purpose technologies revalue natural resources
  128. Longreads open thread 110
  129. The new national champions
  130. Longreads open thread 112
  131. Longreads open thread 113
  132. Ai assistants will be great especially for the biggest companies
  133. Longreads open thread 114
  134. The annoying path to privacy herd immunity
  135. Longreads open thread 115
  136. Filling out forms is corvee labor
  137. Longreads open thread 116
  138. Ais impact on the written word is vastly overstated
  139. Longreads open thread 117
  140. Text and telos
  141. Longreads open thread 146
  142. A sense of history
  143. Longreads open thread 147
  144. Media gluts happen at the level of distribution not content
  145. Longreads open thread 148
  146. Technological progress is a stack of s curves diffusion is a stack of j curves
  147. Longreads open thread 149
  148. In defense of generative video accelerationism
  149. Longreads open thread 151
  150. Longreads open thread 152
  151. The year of convergence
  152. Longreads open thread 153
  153. Who was first to situational awareness
  154. Longreads open thread 154
  155. When prices peak before fundamentals
  156. Longreads open thread 156
  157. The private sectors labor advantage is flexibility not necessarily absolute skill
  158. Longreads open thread 157
  159. Journeymen hobbyists superstars
  160. Longreads open thread 158
  161. What do llms want
  162. Longreads open thread 159
  163. The flix of theseus
  164. Longreads open thread 160
  165. Benevolent monopolists ruthless monopsonists
  166. Longreads open thread 161
  167. Get ready for many more prodigies
  168. Longreads open thread 162
  169. Longreads open thread 163
  170. Delivery platforms and synthetic social trust
  171. Longreads open thread 164
  172. Why the global balance sheet grew
  173. Longreads open thread 165
  174. Just like 2007 in a good way
  175. Longreads open thread 166
  176. The efficient frontier of automation
  177. Longreads open thread 167
  178. What kills cartels
  179. Longreads open thread 168
  180. Living forever is an asset allocation problem
  181. Longreads open thread 169
  182. Death markets
  183. Longreads open thread 170
  184. The middle game routers at the edge
  185. Longreads open thread 171
  186. Who decides what ai can do
  187. Longreads open thread 172
  188. America has a comparative advantage in handling global disorder
  189. Longreads open thread 173
  190. Are we already building a piecemeal ai data royalty model
  191. Where ai eliminates o ring economics
  192. Private sector quasi feds
  193. Who gets to judge ais roi
  194. Corporate endosymbiosis
  195. Insurer of last resort
  196. The era of secret llm evals
  197. Leveling and leverage
  198. Coming next the great caching
  199. The case for independent fiscal policy
  200. Tweaking the software engineer labor market
  201. The strangely reflexive saaspocalypse
  202. Why people who work at hedge funds sound really smart
  203. Secondhand llm psychosis
  204. On crypto cycles
  205. Number go up
  206. Which enterprise software company does openai buy first
  207. Reserve currency revisited
  208. One musk company or many
  209. School major gpa or proof of work
  210. Re meming
  211. Learning to act token rich
  212. Software hardware feedback loops
  213. Trucking ai and thesis validating lawsuits
  214. The large sample size economy
  215. Thermostatic state capacity
  216. What would a prediction market panopticon look like
  217. Diversification by way of concentration
  218. The fractally bond like nature of high quality companies
  219. The surprising distribution effects of buy borrow die
  220. Social media envy llm narcissism
  221. Do we still need marketplaces when we have agents
  222. A public markets approach to private equity
  223. The modern private equity business was invented in beverly hills in the 70s
  224. Investor education
  225. The outward inward media cycle
  226. The limits to autonomous vehicle adoption
  227. Why media mergers are hard
  228. Hiring the best customers
  229. Markets are efficient over a pointlessly long and uncertain timeframe
  230. Colliding clouds
  231. Second source duopolies
  232. Science fair project risk
  233. Compensation is contagious
  234. Every stage every structure every currency
  235. Ads are the eval
  236. Capex questions
  237. A 50 year mortgage solves the wrong set of problems
  238. Ai is a long way to go before its a systemic financial risk
  239. Hunting season will return for white collar crime
  240. Faithtech comes to public markets
  241. The fungi buildout
  242. When does the switzerland strategy break down
  243. The ipo question
  244. Why an ai browser and not an ai office suite
  245. The missing ai megadeal
  246. Ai enabled professional services businesses as a late 2020s story
  247. De globalizing global labor markets in punditry
  248. Legacy software as a labor union
  249. K street to wall street
  250. Its platform risk all the way down
  251. Ai deployment as alpha capture for everyone
  252. Openai as an infrastructure fund
  253. Alpha by implication
  254. Wealthfront as a platonic financial intermediary
  255. What do ai agents want
  256. Who is hft good for
  257. Navan land and expand squared
  258. Thats it the economics of bribes
  259. National champions
  260. The tricky economics of vices
  261. Who actually leads the fortune ai 500 rollout
  262. How were using llms so far
  263. On faking it til you make it
  264. Longreads open thread 145
  265. Signaling through omission
  266. What traders learned from the last few inflections
  267. Whens the right time to short gold
  268. The autistic half century
  269. Longreads open thread 144
  270. Oil and water
  271. Scale is hard to fight
  272. Rumor markets
  273. Longreads open thread 143
  274. Founder as guinea pig
  275. Trench warfare in ai data
  276. Whens the next slow market recovery
  277. Figure and the crypto mullet strategy
  278. Longreads open thread 142
  279. Bursting your own bubble
  280. Via yes its a bus
  281. Corporate populism
  282. Longreads open thread 141
  283. This time is different negative gross margins edition
  284. A case for trumps monetary policy that rehabilitates bidens fiscal policy
  285. Chime minimum viable bank to everything but a bank
  286. Founders as market timers and match fixers
  287. Concentrate
  288. Longreads open thread 139
  289. Managing expectations
  290. Ai and labor alienation
  291. Building the machine god a corporate finance perspective
  292. What would the aftermath of the ai bust look like
  293. Longreads open thread 138
  294. The ai leisure time dividend is economic dark matter
  295. Ai for better endless scrolling
  296. The rising returns to lobbying
  297. Strip mining the maybesphere
  298. Longreads open thread 137
  299. The commons gets privatized once
  300. The layer paradox
  301. Why 2028 will be an unusually wild and well funded campaign
  302. The finance of alchemy
  303. Longreads open thread 136
  304. Whos still playing an iterated game
  305. The triple lock as a bad derivatives trade
  306. What well lose with ai
  307. Compensation as game design
  308. How much socializing gets automated away
  309. Longreads open thread 135
  310. Is there a plan for ai spam
  311. Its not just hard to measure ais consumer surplus we cant even measure its gdp impact
  312. Figma saving the best for last
  313. Will baby bonds make a difference
  314. How much of the economy will be an ai sandwich
  315. Longreads open thread 134
  316. Mcgraw hills quest for the right multiple
  317. In defense of the ad economy
  318. Longreads open thread 133
  319. Circles complicated fx trade
  320. Just in time food trend manufacturing
  321. Gonzo startups
  322. Longreads open thread 132
  323. Were forward deployed engineers designed as the ideal ceo training
  324. Better filters
  325. Did it eat apprenticeships
  326. What happened to working your way up from the mailroom
  327. Longreads open thread 131
  328. Reasoning models dont really reason but its fine computers dont really think in 1s and 0s either
  329. Shortages propagate to complements
  330. Whats the long run elasticity of tariffs
  331. Search remains the best business in history
  332. Longreads open thread 130
  333. Steelmanning private credit
  334. How many digital identities do you need
  335. Chatbots combine the most and least viral products
  336. Democratizing complicated financial products is inevitable but fraught
  337. Longreads open thread 129
  338. Golden shares and financial engineering
  339. Are we finally done with the wrap crypto exposure in a listed equity thing
  340. Adversarial attacks in statistical arbitrage
  341. Longreads open thread 128
  342. Waiting for the other shoes to drop
  343. Google i o toll booths on externalities
  344. Unbranding asset classes
  345. Competing elite selection mechanisms
  346. Longreads open thread 127
  347. New financial products are born either free or too expensive
  348. Making better products is usually the right move
  349. Arbs close infrastructure remains
  350. Longreads open thread 126
  351. Who else but google
  352. Why do venture funds target a particular ownership level
  353. Expect more politically inscrutable assassinations
  354. Peak berkshire in a good way
  355. Longreads open thread 125
  356. Storing up untainted data
  357. Should congress be allowed to trade
  358. Pathologically high margin businesses
  359. When step one is to light money on fire and measure how fast it burns
  360. Longreads open thread 124
  361. You cant measure ai market share because it lives at too many layers
  362. Do chatbots cannibalize search or is it the other way around
  363. Venture and media
  364. Thinking things through privilege
  365. Longreads open thread 123
  366. Does vix have fundamentals
  367. Is an ai startup a company or a gig
  368. Unskilled labor and ambient media
  369. Information economies and institution economies
  370. Longreads open thread 122
  371. Will white collar workers experience a blue collar economic recovery
  372. It probably takes more than four years to eliminate reserve currency status
  373. Why volatility fattens traders fingers
  374. Finance as a scale invariant global computer
  375. Longreads open thread 121
  376. What moves the efficient frontier between pe and saas for improving small companies financial performance
  377. Tariffs and currencies
  378. Your life is almost a call option
  379. Longreads open thread ae0
  380. Etoro twitch plays the market
  381. Do firms need juniors might be the wrong question
  382. Longreads open thread 120
  383. Ip protection in the era of fast copying and watermark removal
  384. Stubhub market making in a maximally heterogeneous asset class
  385. The two sided uncertainty tax
  386. Theres more than one efficient market paradox
  387. Longreads open thread 119
  388. Why do stocks only go up at night
  389. Investors as translators
  390. Mntn scales the small scale advertiser
  391. Klarna and the two pivots of 2022
  392. Longreads open thread 118
  393. Deals and hype trades
  394. Central banks and the guidance paradox
  395. Will there ever be a company killing hack
  396. Two kinds of news business
  397. The coreweave triangle
  398. Pe cycles and one off events
  399. Running an oil major in a not post hydrocarbon any time soon world
  400. Amazon wants ai models commoditized can they make it happen
  401. When and how will ai offer people search
  402. Who is levered to extreme but not history ending growth
  403. Dont try to build another berkshire
  404. Ubers av bet on a narrow range of competitors roi outcomes
  405. How many layers in the ai stack
  406. Globalization regulatory arbitrage and reshoring on paper
  407. The bid ask spread for top talent
  408. De risking the 11 figure bets
  409. Short term discretionary traders are unusually automatable
  410. Ai interfaces engineer serendipity
  411. Capital intensity and legibility
  412. Test time compute scaling drives the ai jevons paradox
  413. There is an ai factor and its worth hedging
  414. Venture global as a well structured trade
  415. Planting a flag
  416. Meme markets
  417. Two models of forward deployed engineers
  418. Initiations
  419. Good accounting is a positive externality
  420. Credentialism and the money illusion
  421. Longreads open thread 107
  422. The loneliness economy wins through higher sustained productivity growth
  423. Moderation inside and out
  424. Time arbitrage and saas pricing power
  425. The large and small home market advantages
  426. In credit underwriting better is worse
  427. The nvidia way is the regular way just faster
  428. Jane street
  429. Metas least untrusted clone model
  430. Infrastructure on top of infrastructure
  431. That top of cycle feeling
  432. Just another risk asset
  433. How high does ais revenue per user get
  434. Are vcs incentivized to be too nice for venture debt
  435. Where do ai agents get deployed first
  436. Longreads open thread 103
  437. What would a strategic bitcoin reserve actually do
  438. After return on equity
  439. We still have no idea whether passive investing is a meaningful risk
  440. Longreads open thread 102
  441. Servicetitan and the software vs pe race
  442. Adversarial internal communications
  443. Robinhood as the meme stock meta hedge
  444. Longreads open thread 101
  445. Endless ambient search
  446. The overhang
  447. Offering margin is a tough call
  448. Rehabilitating bubbles
  449. Longreads open thread 100
  450. Open source as a way to skip the line to enterprise ready
  451. What does higher government efficiency do to gdp growth
  452. Gambler nation for better or for worse
  453. Technologies as cleverness substitutes
  454. Longreads open thread 99
  455. In defense of worrying about the ai apocalypse but not shorting the market
  456. Ai is working
  457. The economics of fighting unwinnable fights
  458. Tools agents interfaces and synthetic luck ai interaction models
  459. Longreads open thread 98
  460. Expensive housing is both a policy problem and a symptom of growth
  461. Zooms slice of the modern stack
  462. Property rights arent necessarily a primitive
  463. Tokenomics revisited
  464. Longreads open thread 97
  465. Longreads open thread 96
  466. Private equity and software are competing
  467. Against compromise through presumed
  468. Selectquote the platonic ideal of
  469. Qe as an emergency policy tool
  470. Legitimacy
  471. When every company tries to be a
  472. Coup dtat a practical handbook
  473. Games workshop in the grim dark future
  474. Which part of travel recovers first
  475. V shaped recovery for me l shaped
  476. How teledyne became ordinary
  477. A golden age for individual investors
  478. Bretton woods revisited
  479. Weekend longreads open thread
  480. Weekend longreads open thread 5bb
  481. Weekend longreads open thread c3b
  482. Pexip gdpr and the economics of european
  483. Software mittelstand and software
  484. Industry deep dive theme parks pre
  485. Index funds monopolies and incentives
  486. Longreads open thread
  487. Disney the worlds leading manufacturer
  488. The uk as a science hub
  489. Equilibria arent endpoints
  490. The 15th wave the worst of both worlds
  491. Tiktok buildbuyban
  492. Bad overseas investment as aglobal
  493. Moonshots uncertainty and certainty
  494. Netflix product vs feature competition
  495. The vindication of discounted cash
  496. Nikola hype and vaporware
  497. Ant group and chinas fitful convergence
  498. When and why to love non voting stock
  499. What is investment research for
  500. Meta performance indicators
  501. A painful parable about insurance
  502. A sputnik moment without an apollo
  503. On what adds up
  504. Media refragmentation and funnel
  505. Doordash taking logistics literally
  506. Collectibles fractional status and
  507. Roblox tweenage mutant mmt ers
  508. E commerce advertising and perfect
  509. Climate control and financial centers
  510. The ipo market too expensive for
  511. Coinbase when the stock competes
  512. Sofis hedge
  513. Patent platforms
  514. Weekend longreads open thread d99
  515. Weekend longreads open thread 8a8
  516. Chinas recovery and its consequences
  517. Positive spillovers from the pandemic
  518. A strange cycle for cyclical stocks
  519. Longreads open thread f0b
  520. Longreads open thread 8b4
  521. Longreads open thread e8d
  522. The indelible stamp of a lowly origin
  523. Longreads open thread 1d3
  524. Ge surfeit of synergy
  525. Digitaloceans information arbitrage
  526. Weekend longreads open thread 662
  527. The applegoogle search relationship
  528. How apple can own io to own the universe
  529. Weekend longreads open thread 388
  530. Longreads open thread 9ff
  531. Valves recursive model
  532. Inevitable omnichannel impossible
  533. Aramco the state capacity bankroll
  534. Longreads open thread 79a
  535. Longreads open thread 521
  536. Longreads open thread ca3
  537. Truncating the tails
  538. What happened to the outsourcing
  539. Svb bank of convexity
  540. Longreads open thread a75
  541. Since covid has the worst case scenario
  542. Longreads open thread f64
  543. The old economics and geopolitics
  544. Two big tech approaches to capital
  545. Longreads open thread f7f
  546. Longreads open thread 9ec
  547. Alibaba and state owned enterprises
  548. Clear secure a different kind of
  549. Longreads open thread 9ca
  550. Longreads open thread 111
  551. Longreads open thread 5db
  552. Invisible media models
  553. Longreads open thread 307
  554. Longreads open thread 620
  555. Reshaping competition
  556. Indirect to consumer the e commerce
  557. The great depression in a major key
  558. Longreads open thread 201
  559. Longreads open thread c55
  560. Longreads open thread bac
  561. The importance of duration
  562. Volatility shifting and volatility
  563. Hybrid how long
  564. Longreads open thread ee1
  565. The many arbitrages of forbes
  566. Longreads open thread 341
  567. Longreads open thread b7a
  568. Fanatics inc the spoiler
  569. Longreads open thread 3b5
  570. Longreads open thread e52
  571. Longreads open thread cc2
  572. Criteo how low can a take rate go
  573. The music industry a history of success
  574. Longreads open thread f5c
  575. Longreads open thread 85f
  576. Oyo the the risk stays on the books
  577. Nerdwallet from built on microsoft
  578. Who regulates crypto and how
  579. Longreads open thread 8d4
  580. Longreads open thread 547
  581. What do you do with a variant view
  582. Advertising and strategic consulting
  583. Longreads open thread d55
  584. Longreads open thread b5d
  585. Buybacks and the complexity discount
  586. On jargon
  587. Longreads open thread 356
  588. Samsara the internet of expensive
  589. Liberty braves group betting with
  590. Longreads open thread 8b8
  591. Longreads open thread d48
  592. Longreads open thread 6d3
  593. Cheniere 33bn in capital expenditures
  594. Danaher has a system
  595. Crypto daos and economic ip protection
  596. Longreads open thread 8f5
  597. Can we afford the ownership economy
  598. Longreads open thread b72
  599. Longreads open thread d93
  600. The valuation arbitrage keiretsu
  601. Longreads open thread 150
  602. Longreads open thread 602
  603. The idea swappinglogin swapping credit
  604. Grammarly network effects on top
  605. Longreads open thread e5c
  606. Longreads open thread 140
  607. Applovins double pivot
  608. Vc and the systematic search for
  609. Longreads open thread 616
  610. Longreads open thread f69
  611. Ideological what and why pragmatic
  612. Target amazoning backwards
  613. Longreads open thread 9e5
  614. Longreads open thread ca1
  615. Three ways to think about the ethics
  616. How to make another reserve currency
  617. Longreads open thread 155
  618. Longreads open thread ee7
  619. Longreads open thread e20
  620. Vizio hardware to software
  621. How much internal mobility is too
  622. Whats far ahead for energy
  623. Longreads open thread e98
  624. To elon subject congratulations
  625. Growth diversification and shaky
  626. Longreads open thread 2022 04 23
  627. Longreads open thread 098
  628. Longreads open thread 581
  629. Cars manufacture the modern middle
  630. Buy now pain later
  631. Longreads open thread 432
  632. Longreads open thread b82
  633. 1 trillion worth of risky loans packaged
  634. Snap the relentless quest to own
  635. Longreads open thread fe4
  636. Longreads 2022 05 28
  637. Valuation metrics a cross examination
  638. Clean trades and dirty hedges
  639. Longreads open thread 8fe
  640. Longreads open thread 05a
  641. Nextera energys green growth
  642. Longreads open thread 8be
  643. Longreads open thread f8c
  644. Tech as a keynesian quasi boom within
  645. Longreads open thread d4d
  646. Longreads open thread f9e
  647. Longreads open thread fbb
  648. Correlations go to one in good ways
  649. Is everything getting old
  650. Longreads open thread 0ff
  651. Longreads open thread 45c
  652. Modernas bets moonshots and platforms
  653. Inventing demand
  654. Longreads open thread 798
  655. Longreads open thread 88b
  656. Longreads open thread fc1
  657. Hand crafted artisanal liquidity
  658. Turning non tradables into tradables
  659. Longreads open thread ff2
  660. Longreads open thread 0f9
  661. The other moviepass economy
  662. How does upwork work
  663. Longreads open thread 1f4
  664. Longreads open thread 7f2
  665. Longreads open thread 5da
  666. The porsche ipo and mass luxury
  667. The counterintuitive economics of
  668. Newsletter economics in 2022
  669. Longreads open thread 629
  670. Longreads open thread d05
  671. The rise of single result search
  672. Snowflake revisited
  673. Longreads open thread 49e
  674. Longreads open thread 836
  675. Longreads open thread 815
  676. Is mental math part of the current
  677. Kroger albertsons buying data in
  678. Money credit trust ftx
  679. Longreads open thread cef
  680. Longreads open thread 5e3
  681. Longreads open thread 83a
  682. What part of the system needs to
  683. Why finance is hard to decentralize
  684. Longreads open thread 2
  685. The uses of friction
  686. Longreads open thread 3
  687. A solution in search of a problem
  688. Longreads open thread 4
  689. How companies think about layoffs
  690. Longreads open thread 5
  691. Is the business of ai more like steel or vba
  692. Longreads open thread 6
  693. Longreads open thread 7
  694. Where fraud lives and why
  695. Longreads open thread 8
  696. Equity as an option on future reinvestment
  697. Longreads open thread 9
  698. Companies and entropy
  699. Longreads open thread 10
  700. History begins again for big tech
  701. Longreads open thread 11
  702. Longreads open thread 12
  703. Empiricism disappears into the black box
  704. Longreads open thread 14
  705. Airlines unit economics served four ways
  706. Longreads open thread 15
  707. Financial institutions and franchise value
  708. Longreads open thread 16
  709. The banks whats next
  710. Longreads open thread 17
  711. 100 due diligence questions checklist
  712. Longreads open thread 18
  713. Bet the company ideas
  714. Longreads open thread 19
  715. Dueling over platforms
  716. Longreads open thread 20
  717. Working with a copilot
  718. Longreads open thread 21
  719. Why the answer is so often ads
  720. Longreads open thread 22
  721. Svb in retrospect
  722. Longreads open thread 23
  723. The relationship transactional relationship business cycle
  724. Longreads open thread 24
  725. Why do equities build so much wealth
  726. Longreads open thread 13
  727. Cava one brand many channels
  728. Longreads open thread 25
  729. Longreads open thread 26
  730. In defense of made up metrics
  731. Longreads open thread 27
  732. Unavoidable drawdowns
  733. Longreads open thread 28
  734. Longreads open thread 29
  735. The economics of engineering blogs
  736. Longreads open thread 30
  737. Ai turns ugc into a pvp zone
  738. Longreads open thread 31
  739. Was it worth it for facebook to become meta
  740. Longreads open thread 32
  741. Its hard to build a durable business selling durable goods
  742. Longreads open thread 33
  743. Dont get addicted to fantasy economics
  744. Longreads open thread 34
  745. You hate the products youre an early adopter of because of invisible base rates and anthropic bias
  746. Longreads open thread 35
  747. Information as a universal complement and universal substitute
  748. Longreads open thread 36
  749. Inside the decline of stack exchange
  750. Longreads open thread 37
  751. Should we expect valuations to mean revert over time
  752. Longreads open thread 38
  753. Instacart is the best and worst grocery business imaginable
  754. Longreads open thread 39
  755. Longreads open thread 40
  756. Price first or thesis first research
  757. Longreads open thread 41
  758. Making a match
  759. Longreads open thread 42
  760. Capital light is a trait of the cycle as well as the industry
  761. Longreads open thread 43
  762. Paradoxes of productivity growth
  763. Longreads open thread 44
  764. Predicting and knowing what to predict
  765. Longreads open thread 45
  766. A bull market in facts a bear market in narratives
  767. Longreads open thread 46
  768. The economics of startup swag
  769. Longreads open thread 47
  770. The long long view of interest rates
  771. Longreads open thread 48
  772. Llms and communicating in more dimensions
  773. Longreads open thread 49
  774. What do proof of work and proof of stake really prove
  775. Longreads open thread 50
  776. Risk too much too little the wrong kind or the wrong measure
  777. Longreads open thread 51
  778. Can argentina dollarize should they
  779. Longreads open thread 52
  780. In investing and in life the more timeless the discovery the more its a one off gain
  781. Longreads open thread 53
  782. Graduating to parallelized strategies
  783. Longreads open thread 54
  784. How should higher education be financed
  785. Longreads open thread 55
  786. Longreads open thread 56
  787. Why does any company own its corporate headquarters
  788. Longreads open thread 57
  789. Longreads open thread 58
  790. Momentum intellectual humility and missing pieces of the model
  791. Longreads open thread 59
  792. Being not a tech company
  793. Longreads open thread 60
  794. Is social an enduring category or just a phase
  795. Longreads open thread 61
  796. Ai based disinformation will not be an especially big deal in the 2024 election
  797. Longreads open thread 62
  798. Longreads open thread 63
  799. Exposed your torrid love affair with airline fees
  800. Longreads open thread 64
  801. Should you hedge it all
  802. Longreads open thread 65
  803. Death spirals
  804. Longreads open thread 66
  805. The case for marking more to market
  806. Longreads open thread 67
  807. The duolingo disaster that wasnt
  808. Longreads open thread 68
  809. Algorithmic collusion
  810. Longreads open thread 69
  811. The data business at three resolutions
  812. Longreads open thread 70
  813. Most market phenomena are older than they look
  814. Longreads open thread 71
  815. Whos afraid of index funds
  816. Longreads open thread 72
  817. Ai ruins education the way pulleys ruin powerlifting
  818. Longreads open thread 73
  819. Martingale beliefs
  820. Longreads open thread 74
  821. Invisible efficiencies
  822. Longreads open thread 75
  823. One edge or many reflections on renaissance technologies
  824. Longreads open thread 76
  825. Longreads open thread 77
  826. Details
  827. Longreads open thread 78
  828. The bid ask view of who gets to raise and what gets traded
  829. Longreads open thread 79
  830. Nobody knows anything backtests are hard
  831. Longreads open thread 80
  832. Fertilizer and toxins
  833. Longreads open thread 81
  834. The supply chain of talent
  835. Longreads open thread 82
  836. Bullshit jobs is a terrible curiosity killing concept
  837. Longreads open thread 83
  838. The quality factor
  839. Longreads open thread 84
  840. Software is the new hardware
  841. Longreads open thread 86
  842. Metas open source ai economics re revisited
  843. Longreads open thread 87
  844. P l beta how much you keep out of how much you make
  845. Longreads open thread 88
  846. Our surprisingly capital abundant world
  847. Longreads open thread 89
  848. Building the oracles
  849. Longreads open thread 90
  850. Mission and variance
  851. Longreads open thread 85
  852. Longreads open thread 91
  853. On currencies
  854. Longreads open thread 92
  855. Will the eu choose to compete
  856. Longreads open thread 93
  857. Look for boring first
  858. Longreads open thread 94
  859. Auto paternalism
  860. Longreads open thread 95
  861. Money and legitimacy
  862. Offshoring and ai agents
  863. When is fragmentation an opportunity and when is it a warning sign
  864. You cant escape stack ranking
  865. Psychological negative carry
  866. Social status and the bezzle
  867. Kpi based short theses considered tricky
  868. What does venture scale mean
  869. Delivery apps as a force for global income redistribution
  870. Is cerebras an ipo or a tracking stock
  871. The edge case pr tradeoff
  872. The economics of graft
  873. When competition matters
  874. Pod shops extend their pseudopods
  875. Putting the european telecom market back together
  876. Cutting the minimum wage for liquidity providers
  877. The financial systems pe patch
  878. The economy is usually not just the consumer credit cycle
  879. A good slice of a tough business
  880. The weird economy of online reputation management
  881. Big tech as a fleet rather than an aircraft carrier
  882. Where would you look for signs of broad market inefficiency
  883. The indefinite growth valuation paradox
  884. Owning distribution or fulfillment in consumer facing last mile logistics
  885. Accidental mean reversion
  886. Eras of shareholder activism randos raiders and pe in public
  887. Hair on the deal
  888. The coiled spring effect why dying more slowly than expected produces bigger rallies than thriving more than expected
  889. Can the tool layer win over the product layer
  890. The absurdity heuristic
  891. The politics buffer strategy
  892. Extending the ad stack
  893. The modern antitrust paradox
  894. The ai trust paradox
  895. The state of the ai rollout
  896. One model or many or both
  897. Nimbyism is great when theres infinite real estate
  898. Saas and liability
  899. Passive income from options selling comes to dc by way of big hill and west hackberry
  900. What do startup exits look like if m a slows down
  901. What reverses industry concentration
  902. What financialization does to an economy
  903. 500 basis points later what explains high prices for steady growth
  904. Venture capital but what sort of capital
  905. Why pay the same way
  906. Money for nothing
  907. Chasing externalities
  908. Complementary cooling refrigerated warehouse reits
  909. Apples physical platform transition
  910. Does the ai business work if theyre paying for content
  911. Mass producing microcelebrities
  912. The index rebalancing trade
  913. An efficient markets parable
  914. How meme stocks escaped containment
  915. Dividing up the pie
  916. Conferences as industry cluster economics squared
  917. Situational awareness
  918. The exchange businesses
  919. The populism elitism pendulum as a fiscal stabilizer
  920. Google does the obvious extremely well
  921. Going activist on stragglers vs going activist on contrarians
  922. The ftx examiners report or fraud as an operational challenge
  923. Blackstones owner operator approach
  924. Go ahead and build the torment nexus
  925. Raspberry pi last personal computer
  926. Nubank and coding to reduce entropy
  927. Intelligence in the right increments
  928. The nyt unbundling rebundling and the changing shape of media distribution
  929. The case for amazon launching an airline
  930. Retail participation in the market is cyclical
  931. A logistics network is a distributed system
  932. Costcoing consumables
  933. Diversifying across levels of meta
  934. Best of the bad boat businesess
  935. The free put always has a secret expiration date
  936. 24 hour markets
  937. Metas open source economics and overdetermined strategy
  938. Who wants ai generated content to be easily identified who doesnt
  939. The privacy security usability efficient frontier is set by hardware
  940. Composable companies
  941. On memos
  942. M a and experience curves
  943. Inside the financial plumbing system
  944. In cybersecurity the worst is always yet to come
  945. Startup ideas matter more when the idea is harder to execute
  946. Corporate intelligence
  947. Globalization economic complexity and segmenting margins
  948. The inevitable antitrust conflict
  949. Reddits going public but who really owns it
  950. Data scrubbing and the two sides of the surprise detection coin
  951. Tiktok and the search generative ai continuum
  952. Facebook marketplace and the retail ads continuum
  953. Moderation problems never end
  954. Will we still be able to measure inflation
  955. Self storage economics
  956. Brokers and dealers in talent
  957. Is there a place for e commerce rollups
  958. Buying growth at the worlds biggest fintech
  959. In the long run alpha is not for sale
  960. Outage economics
  961. The worst of the best
  962. Uber after all
  963. What makes tiger tick
  964. Get what you want companies and make people want something companies
  965. Whats an airport worth
  966. Information is cheap to duplicate but its hard to control the pace at which its deleted
  967. Should meta be run for cash flow
  968. Tech as a margins story with a side of growth
  969. When the worlds top economic think
  970. The memo and the multiples
  971. The business of game hosting loyalty at the infrastructure layer
  972. What google thinks of googles model
  973. The last interface
  974. Is venture debt the right strategy in the wrong place
  975. Is it optimal for more capital assets to live on corporate rather than household balance sheets or why hp wants you to subscribe to your own printer
  976. The new app economy
  977. Resets decelerations and whats new this layoff season
  978. Interactive brokers as a tech platform
  979. The economics of trade rags
  980. In defense of failing upward
  981. Advanced portfolio management the asymptote for turning investment ideas into money as efficiently as possible
  982. Tech finance skill convergence
  983. Spiky and meta generalists
  984. What business should homebuilders be in
  985. About best of faq 25df97a74467
  986. Ai second organizations
  987. Dont fear the basis trade
  988. The other tech company kill zone
  989. Prologis running a complex distributed system of atoms rather than bits
  990. The long arc of corporate transparency
  991. The decline of menu costs for some
  992. Mcdonalds and the varieties of scale
  993. Volatility in a financialized economy
  994. A financial self destruct button
  995. Invasion of the byline snatchers
  996. Startup equity comp as a way to exploit wide bid ask spreads
  997. A general theory of product convergence
  998. Governance and machiavellian equilibria
  999. The cash flow of government funding agencies
  1000. Meme stocks and pod shops reshape the market
  1001. Draftkings and legislating from the boardroom
  1002. Subscriptions ads and rent
  1003. Collecting the gartner tax
  1004. Whats the matter with bridgewater
  1005. Where in the stack does ai live
  1006. A rollercoaster ride to industry consolidation
  1007. Write your own catalyst
  1008. The importance of chrome
  1009. There is a great deal of ruin in a social network
  1010. Untitled 3
  1011. Lower transaction costs mean passive portfolios should diversify more and active portfolios should diversify less
  1012. Universally useful economic indicators cant last forever
  1013. Dont like the market make your own
  1014. Great model amazing management will make a wonderful short some day
  1015. Middle of the continuum companies
  1016. Rigor is everywhere but not expressed consistently
  1017. When should job interviews use games
  1018. Why hasnt affirm lost more
  1019. Going to zero
  1020. Inline ai and devouring the commons
  1021. Twitter policy fact check ads
  1022. Amazons other antitrust paradox
  1023. Emotional leverage
  1024. A new tech driven middle income trap
  1025. The market for long ideas clears better than the market for short ideas
  1026. Birkenstock a 250 year old growth story
  1027. North koreas economy maintaining a positive trade balance by exporting bads and disservices
  1028. The economics of alpha capture
  1029. The nvidia debate
  1030. Weworks bankruptcy without bankruptcy
  1031. The dog walking spac is a profitable business with shares up 67 ytd
  1032. Hype is the enemy of churn reduction
  1033. Ai is a tactics versus strategy tradeoff
  1034. Arm and softbanks financial engineering
  1035. Stack exchange after the ai tidal wave
  1036. The market for intermittently useful information
  1037. Expect more elephant graphs
  1038. Segmented markets in homes companies and comp
  1039. The industry demographic transition lottery
  1040. Mortgage portability and other lessons from the danish housing market
  1041. Toast vertical or horizontal payments
  1042. Ally financial adapted to a hostile climate
  1043. Pricing is ux
  1044. O price where art thou
  1045. Culture week
  1046. Lebed redux
  1047. One companys net dollar expansion
  1048. The residential real estate market
  1049. Every platform business turns into
  1050. Coronavirus second order effects
  1051. African infrastructure the long long
  1052. Is ceo skill nonexistent or perfectly
  1053. The right policy responses to coronavirus
  1054. Amazon sees like a state
  1055. Has the long deflation broken price
  1056. Investing as a rationality dojo
  1057. Sparta larps ivies
  1058. The alternative data primer part
  1059. Adpocalypse when
  1060. How airlines explain the economy
  1061. The vl recovery cloud computing
  1062. The vl recovery small business and
  1063. The vl recovery pevc take a leg down
  1064. V shaped recovery for me l shaped 0e4
  1065. Vacations as the linchpin of eurozone
  1066. Guidance too little or too much
  1067. Mexicos covid crisis eventually
  1068. Vc incentives logo hunting and optionality
  1069. Value yes systematic not necessarily
  1070. Spotify many steamrollers few nickels
  1071. The future of remote work is not
  1072. Dropbox information asymmetry and
  1073. Carta bringing tech companies back
  1074. Why does commoditize the complement
  1075. You learn from good businesses and
  1076. On perpetuities
  1077. The instagram way
  1078. Vroom s 1s and s curves
  1079. The bloomberg terminal shows how
  1080. In media res
  1081. Zoominfo ipo of an accidental linkedin
  1082. Incumbents not startups are regulatory
  1083. Mid sized tech companies as arms
  1084. Lucky or smart
  1085. Lemonades s 1 solving the market
  1086. Communications commerce and money
  1087. Understanding the great japan freakout
  1088. Inventing postwar europe
  1089. App discovery as an antitrust solution
  1090. Its hard to make money shorting worthless
  1091. Microsoft and the triumph of fixed
  1092. The equity risk premium at 0 interest
  1093. Chinas other virus crisis
  1094. Reserve currencies as giffen goods
  1095. Minimum viable and not even a product
  1096. A uranium shortage someday
  1097. If y combinator is the new college
  1098. Residential real estate after covid
  1099. The paycheck protection plan where
  1100. Mexicos missing crisis
  1101. Software is finally eating insurance
  1102. The contagious effects of financial
  1103. The big rich and the transience of
  1104. Every investor is a market maker
  1105. Facebook and superlinear risk scaling
  1106. Microsoft and costly diversification
  1107. Asana ontology as a service
  1108. Snowflake and the price of simplicity
  1109. Platform ideology
  1110. Revenue based lending its close enough
  1111. Chinas recovery engagement first
  1112. Opendoor restructures real estate
  1113. Disclosures degrees of freedom
  1114. Tiktok and the new old normal
  1115. Recursive rt
  1116. China skepticism bipartisan and multilateral
  1117. Uber from world domination to industry
  1118. Understanding costco the real estate
  1119. Does the us electorate prefer deflation
  1120. Big hit entertainment ipo as price
  1121. Inside the house report on big tech 775
  1122. How fragile is chinas financial system
  1123. Kaspikz how a bank turned into a
  1124. The big succession
  1125. Content moderation and regulatory
  1126. Progyny fertility inc
  1127. The economics of election bets
  1128. Why duopolies
  1129. The nyt arms dealer in a ceasefire
  1130. Economic policy for the beginning
  1131. How investing got institutional
  1132. Who benefits from less travel
  1133. Understanding affirm
  1134. Covid baby bust or baby boom
  1135. Building an incomplete graph
  1136. Taiwan semiconductor manufacturing
  1137. Winner take some platforms
  1138. What if spacs are a shift not a bubble
  1139. Understanding flag carriers
  1140. Stagnationism
  1141. Beyond gaap or not
  1142. American exceptionalism
  1143. Index funds and democratic centralism
  1144. Poshmark the low gini nike
  1145. Can an unstable asset be a store
  1146. Plaids strategic non merger
  1147. Learning from the death of the afternoon
  1148. The gun company payoff matrix
  1149. Bubbles and easy money quality not
  1150. Hedge funds as liquidity providers
  1151. Fin du tech trading liquidity risk
  1152. Consumer credit and the strange recovery
  1153. Oscar upstart economics incumbent
  1154. Cricut and hardware economics
  1155. Why a commodity supercycle is unlikely
  1156. Disneys pivot
  1157. Compounder graveyard coca colas capital
  1158. Compounder graveyard valeants effort
  1159. Two privacy stacks
  1160. Solo instinct to dueling narratives
  1161. The rich are different even adjusting
  1162. Where zoom goes next
  1163. Limits to ad price discrimination
  1164. Understanding archegos
  1165. The write once run anywhere growth
  1166. Accidental banks are worth more than
  1167. Learning a little from ponzi schemes
  1168. Cloudflares intelligent design
  1169. Similarweb and the business of leasing
  1170. Understanding squarespace
  1171. Who amazon grows with
  1172. The 2x2 inflation debate
  1173. Are payment networks protocols public
  1174. Where payments fit into super apps
  1175. Stripe
  1176. Crypto as an overheated emerging
  1177. Building parallel financial systems
  1178. Email underload
  1179. The economics of pseudonymity
  1180. Heuristicmodel synthesis
  1181. At and t as ancient big tech
  1182. Paradox interactive the little big
  1183. Amazonifying the un amazonable
  1184. Made in usa 2025
  1185. A normal country
  1186. Didi ridesharing on day one
  1187. 83 million subscale landlords
  1188. Shifting the curve why climate matters
  1189. Vail resorts land and loyalty
  1190. Aws scaleai lego
  1191. We are all buffettologists now
  1192. Affirm returnly and balance sheet
  1193. Duolingos efficient frontier
  1194. Chumboxes or trust busters taboola
  1195. Making bundling an auto antonym
  1196. Robinhoods challenge
  1197. Illumina view source for life
  1198. Weber and traeger from selling durables
  1199. Nextdoor old model new networks
  1200. Newsletters can move markets
  1201. Banking wants to be free but free
  1202. The controlled demolition of china
  1203. Taking strategy seriously
  1204. Twilios second act
  1205. You and your investment research
  1206. Square and afterpay payments not
  1207. The superhuman formula
  1208. The other escape from the middle
  1209. Magalu inside brazils omnichannel
  1210. The economics of selling short selling
  1211. New communications system developed
  1212. The dividend futures disaster revisited
  1213. Insurgency economics
  1214. Warby parker and essilorluxottica
  1215. Finance is a large share of gdp but
  1216. Freshworks efficient frontiers
  1217. Globalized talent and the brand grab
  1218. The man whose bank of england broke
  1219. Central banks monetize land
  1220. Quantitative easing as an effect
  1221. Modern financial history begins in
  1222. Platforms taxes and the 3d laffer
  1223. Sensetime building the china tech
  1224. Yandex google through the looking
  1225. The other box
  1226. Gitlab remote first first
  1227. Identity and the login who owns whos
  1228. Connected tv advertising and the
  1229. De globalizing luxury
  1230. Facebook and the dogfood problem
  1231. Discourses on big tech
  1232. Blimps bots and the future of cargo
  1233. Ports trans pacific flights are to
  1234. A crisis time for some game theory
  1235. Coup dtat as a marketing coup
  1236. Koreas samsung or samsungs korea
  1237. Slicing up the ai capital structure
  1238. How should you trade a nuclear war a33a7d57859a
  1239. Lessons from the east asian economic miracle 5f8d0f2354d9
  1240. What ren c3 a9 girard can teach us about bubbles e442a2a58544
  1241. A useful economic law thats always
  1242. Why a pandemic fund wouldnt work
  1243. Cropped tweets show why instagram
  1244. The minimum viable multinational
  1245. Whistleblower rewards a paper trail
  1246. The alternative data primer pt 1
  1247. Whats next for the diff
  1248. Arbitraging dead time
  1249. Maneuver and attrition in pr
  1250. Why united airlines wants to risk
  1251. Default open default closed
  1252. Globalization a toy story
  1253. The depressing bull thesis for rocket
  1254. Social credit
  1255. Malls competitors and complements
  1256. Alphabet and things that dont scale
  1257. Markets with personality
  1258. When the pay per api call model pays
  1259. The right amount of fraud
  1260. Big cities have a comparative disadvantage
  1261. The programmingexcel efficient frontier
  1262. Inside the house report on big tech
  1263. Contrarian beliefs as a synthetic
  1264. The other kind of market crash
  1265. Social teflonization
  1266. Katitas making a market in an asset
  1267. Ibuying is as hard as it looks
  1268. Why coolness aggregating platforms
  1269. The aircraft leasing business iron
  1270. Turo how to build a hybrid vehicle
  1271. The surprising durability of googles
  1272. Every channel every model
  1273. The factorio mindset
  1274. Adding up emissions
  1275. The theory behind the stocks not
  1276. The strange economics of vpns
  1277. Meme stocks for the 001
  1278. Fiscal and monetary policy for platforms
  1279. Spotify and using ubiquity
  1280. Diversified energy plc orphaned stock
  1281. What made goldmans arbitrate desk
  1282. The dimensions of contrarianism
  1283. Transformative transactions
  1284. Tech industry productivity is relatively
  1285. Gitlab tools and strategy
  1286. Hot potatoes
  1287. Is 80 trillion a big number or not
  1288. Grab building a bank the hard way
  1289. On betting against the hong kong
  1290. Gradually renegotiating the hedge fund bargain
  1291. Zelle and slicing up the payments layer
  1292. Heuristics for spotting cheating
  1293. Ai apocalypse trade
  1294. Electron browser desktop
  1295. Capital one and the fate of fintechs
  1296. Bps energy outlook costs consequences and volatility
  1297. Snap and multiple networks
  1298. Parametric insurance and financial engineering for good
  1299. The diff
  1300. Engineering a bubble
  1301. How durable is the pseudo maturity mismatch model
  1302. Stripe and the state of e commerce
  1303. Ride sharing companies ruined ride sharing economics
  1304. Untitled 2
  1305. Who wins and loses when a growth industry gets regulated
  1306. Gmails strategic evolution
  1307. Starbucks industry pioneer frontier
  1308. A long cycle for hurdle rates
  1309. Nepotism and comparative advantage
  1310. From cost advantage to pricing power
  1311. Coming clean
  1312. Venture math and venture market structure
  1313. Maximizing compounding versus maximizing gross wealth creation
  1314. Worldcoin adds a crypto primitive
  1315. Netflix cuts and raises prices at the same time
  1316. Selection effects in deep tech founders
  1317. What happens when its priced in
  1318. Marketaxess liquidity is contagious
  1319. Modeling the slog
  1320. Are brick mortar stores an asset or liability in e commerce
  1321. Oddity what kind of company gets an open ipo window
  1322. The o ring theory
  1323. Ais benefits accrue to incumbents but this makes ai startups more valuable
  1324. Cheap ipos
  1325. Shell managing decline
  1326. Expect the deployment phase of ai to take a surprisingly long time
  1327. Opera and the ai challenge
  1328. Sequoias split and why durable investing franchises are so hard
  1329. Is clever deal structuring a fun side hustle or a core driver of wealth accumulation
  1330. China without the growth
  1331. Bet on the side with the low discount rate
  1332. Single source of truth
  1333. Power plus difficulty virality among power users
  1334. Paramount agonistes
  1335. Single family institutional landlords a broken market cheap data and ubiquitous smartphones created an asset class
  1336. Asset light to asset heavy
  1337. Whats the ecomm ex amazon stack
  1338. Untitled
  1339. Why is openai financed that way
  1340. Revisiting coinbase company without a country
  1341. Zero day options vol when
  1342. The composting theory of continuous growth
  1343. Future plc and media transitions
  1344. Omnichannel optionality
  1345. Are power laws in venture an observation about companies or about valuations
  1346. The state of amazon
  1347. Every software company evolves into an identity company
  1348. Bloomberggpt and in house models
  1349. First citizens bancshares plays the cycle right
  1350. Why legacy media wins in podcasts
  1351. Being epsilon greedy
  1352. London stock exchange group deals deals deals
  1353. Loyalty program economics
  1354. Svb of balance sheets brands and banks
  1355. Discounted cash flow terminal value and when its optimal to build a business thats guaranteed to go bankrupt
  1356. Yandex source search
  1357. Alpha operations
  1358. B riley and the fees versus trading tradeoff
  1359. Kraft heinz got the 3g capital treatment
  1360. Three stories of ads and scale
  1361. Metrics mildly viral
  1362. Pagerduty uptime is money
  1363. The pace of ai advances is temporarily overstated but still very very fast
  1364. Net promoter score isnt predictive which is why it works
  1365. Grainger the other everything store
  1366. Bubble revolution
  1367. Bp energy outlook 2023
  1368. Universal basic credit
  1369. Adyen room at the top
  1370. Have margins permanently reset higher post pandemic
  1371. Are regional carriers a good leasing business or a bad airline business
  1372. Minksy moments in supply chains
  1373. Cintas
  1374. Why do value traps persist
  1375. Investing in times of uncertain expected returns
  1376. Localization economics
  1377. Pinching pennies
  1378. Andco remixes commercial real estate
  1379. The wealth creation speed limit 766bb54b7127
  1380. If it looks like a slippery slope it is to someone else a099ea59df61
  1381. You cant reduce all economic decisions to a series of financial bets but it s a good way to d40e88e89e17
  1382. Peak california revisited fee7347baa5c
  1383. Pandoras shipping container 5118c119e160
  1384. The man who knew bedca93f6226
  1385. La fin du tech b27682c56930
  1386. Foxes hedgehogs vc alpha politics
  1387. Casper learn to code and dengism
  1388. Business books techno thrillers globalization
  1389. System1 first party cookie monster
  1390. Team of vipers miss selling a memoir c6e827049c41
  1391. Should political endorsements be legal 1cccaf78032f
  1392. What lambda school means 96117edbe971
  1393. Coming soon
  1394. Finance as an invisible productivity subsidy e1d4ad4d2868
  1395. Spend money like a drunken sailor to get skin in the game a3dc23198d1f
  1396. What we talk about when we talk about stocks e5327f62a750
  1397. Works war on slack 97ef94264d9c
  1398. The startling convexity of expertise 5058e90a6c19
  1399. A modest proposal a backdoor implementation of free market industrial policy f5f9d88c657c
  1400. Idea velocity e554c38f6619
  1401. Cases for optimism 76ee30c911a0
  1402. Overthinking elevators ceab417a5352
  1403. Reasoning from first principles the dumbest thing smart people do 46ff1cbba867
  1404. Sin secret series a 4046aedf8e75
  1405. Content marketing gdp lies minting
  1406. Basis risk google finance business
  1407. Coins counting progress studies
  1408. Bitcoin pet insurance boomer economics
  1409. Wework redux mexicos secret sovereign
  1410. Why are developing market conglomerates
  1411. Single points of failure
  1412. The honest company can influencer
  1413. If they couldnt make much money in
  1414. Kweichow moutai and corruption bets
  1415. What can startups learn from the
  1416. The beloved local grocery store chain
  1417. How do you tax a windfall anyway
  1418. The single product bundle and the
  1419. Irish banks after the hangover a
  1420. Is recurring revenue a bet on real
  1421. Are data center reits a differentiated
  1422. Zeta global navigating the ad stack
  1423. Snail games and one hit wonders
  1424. Roblox checking in on the current
  1425. Are there any cheap options on talent
  1426. Theres always another greensill
  1427. The imessage strategy
  1428. The instacart equation
  1429. Ubiquiti and true founder control
  1430. Is ai a product or a feature
  1431. Startup as war economy
  1432. Compartmentalizing complexity
  1433. Search comes back to indexing
  1434. Why does the good bankbad bank model
  1435. Fun with float
  1436. Marketwise the other kind of financial
  1437. Bill franke and the other way to
  1438. Adobe covered its figma short position
  1439. Growth by process of elimination
  1440. Nexstar quiet compounder
  1441. Stop losses as intellectual honesty
  1442. Meet the new index orphans
  1443. Why is the german real estate industry
  1444. Bowlero rolling up the bowling business
  1445. Optimal research allocation
  1446. Demographic shifts can reverse a
  1447. What the biggest best bank is seeing
  1448. Adverse selection is the second most
  1449. Its hard to know brokers long term
  1450. Synchrony financial a bank growth
  1451. Can datadog dodge the growth slowdown
  1452. Batteries interfaces and the car
  1453. The automotive balance sheet
  1454. Car companies as banks the suppliers
  1455. The stickiest software
  1456. War and modern monetary theory
  1457. Rocket internet and the ideaexecution
  1458. When and why to shut down an exchange
  1459. Theres more than one search business
  1460. Hellofresh mealkits can work after
  1461. How ryanair helps airports manufacture
  1462. One shot sanctions
  1463. Plaid data layer to payments layer
  1464. Loews a metonym for the value factor
  1465. Pinterests twin challenges
  1466. Worth it for the right owner
  1467. Populism and product sense
  1468. Nuclear waste cleanup is a bookkeeping
  1469. In partial defense of discounted
  1470. Optimal fundraising in times of capital
  1471. Type safe internal communications
  1472. Two kinds of search
  1473. Youtubes flywheels
  1474. Membership collective and the status
  1475. Does technical debt explain the productivity
  1476. Railroad deep dive analyzing csx
  1477. The history problem
  1478. Apples ads business
  1479. The economics of gas stations
  1480. Can eventbrite outflank a monopoly
  1481. How amazon does strategy
  1482. Collecting rents by inventing property
  1483. A different way to look at which
  1484. Procter and gamble the undisruptable
  1485. Canada as an unusually rich emerging
  1486. Trustpilot and brand inflections
  1487. What are commodity trading firms
  1488. How tax laws make the market downturn
  1489. Learning from overdetermined failure
  1490. The pandemics second derivative did
  1491. Otc markets group monopoly jr
  1492. Reflexivity in tech returns talent
  1493. The pharma royalty business and restructuring
  1494. Headcount dealflow and finance as
  1495. Keeping options open the equity compensation
  1496. Whats happening in tech compensation
  1497. Facial recognition as a pareto technology
  1498. The kids these days model of user
  1499. Docusign why is filling out forms
  1500. Match group and managed dissatisfaction
  1501. Distribution to content disruption
  1502. Can subscription travel work
  1503. How would you run a 10000 year endowment
  1504. Understanding netflix
  1505. Taylorism as a service the economics
  1506. Xbox the misfit
  1507. What happens when you buy at an all
  1508. Pod people
  1509. Metrics and email turnaround
  1510. Cac moats and cac spirals
  1511. Faze would you buy a mostly sedentary
  1512. 2u education and lead generation
  1513. Ferrari the inefficiency premium
  1514. Block designing payments mismatched
  1515. Auctioning information
  1516. Permission for social mobility
  1517. Qurate how fast does the ice cube
  1518. Assuming efficient markets to exploit
  1519. What flavors sell
  1520. Keyword studios the gaming industry
  1521. Steinway getting growth out of a
  1522. Autocomplete is the express route
  1523. Of course shares of private companies
  1524. Politics and the media cycle
  1525. What investors got from the last
  1526. Whats a ponzi scheme what isnt
  1527. Adding endpoints chaining standards
  1528. Definite optimism and the m and a
  1529. First generation old money
  1530. Japan stock pickers paradise
  1531. What happened to all the diamonds
  1532. Buybacks a symptom not a problem
  1533. Jam is password sharing the future
  1534. Modeling covid 19
  1535. Lending and the prisoners dilemma
  1536. Peloton doesnt pattern match
  1537. Daloopa data to information accelerant
  1538. Surviving a combinatorial explosion
  1539. An investors framework for thinking
  1540. Glg who researches the researchers
  1541. Hashicorp the markup on free
  1542. Post covid 19 what will be normal
  1543. Gamestop remains a mystery
  1544. Defensive monopolies
  1545. Gates
  1546. Fracking in the age of oil runoff
  1547. Softbanks dreams and downside protection
  1548. Margins and the stealth tech strategy
  1549. Slow feedback projects as a crisis
  1550. Is the market really ruled by robots
  1551. The liberty complex cash flow today
  1552. Splitting up
  1553. The baby boomer rollup industry
  1554. Constellation scaling by staying
  1555. Fedex two bets on network effects
  1556. The business of micro rental
  1557. Roper capital allocation by formula
  1558. Trapped by the wrong inflation stories
  1559. Foxes henhouses and cybersecurity
  1560. What you missed in the diff this
  1561. New kinds of funding mean new kinds
  1562. The coming carbon short squeeze
  1563. Linkedin survivor
  1564. High modernist investors and postmodern
  1565. Drone delivery accelerating to inevitable
  1566. Are persistently low rates caused
  1567. Shimano what a stable durables business
  1568. Tiktok as the breeder reactor of
  1569. Air taxis commuting in three dimensions
  1570. A global business doesnt mean winners
  1571. The nyt dead trees and disruption
  1572. What you missed this week
  1573. The promise and paradox of decentralization
  1574. Starting in 10 minutes diff q and
  1575. The many near deaths of facebook
  1576. Prediction markets and worse is better
  1577. Buzzfeed and the platform squeeze
  1578. Nubank cost control and banking the
  1579. Artificial urgency as a forcing function