Messages
11/5/2022
16 : 4
Longreads + Open Thread
Cybernetics; Thermometers; Scams; Media; Publishing; Paper Belt
10/31/2022
12 : 44
Is Mental Math Part of the Current Meta?
Plus! Diseconomies of Scale; Licensing; Inflation; Normalization; Ads: Content and Context; Diff Jobs
10/29/2022
16 : 4
Longreads + Open Thread
AI and Value Capture; AI and Advertising; Huawei; China's Chips; Money Laundering; Loans
10/24/2022
12 : 14
Snowflake, Revisited
Plus! Microsoft's Antitrust Edge; The Free Time Dividend; Feedback Loops; The News Business; Ending the Traffic Jam; Diff Jobs
10/22/2022
16 : 4
Longreads + Open Thread
Biased Coins; Baby Booms; McKinsey; Collusion-by-Software; Boards; Chips
10/17/2022
12 : 14
The Rise of Single-Result Search Products
Plus! Mango Manipulation; The Other Emerging Labor Shortage; China's Labor Shortage; Unspinning; Bad News; Diff Jobs
10/15/2022
16 : 4
Longreads + Open Thread
Timing; High-Speed Rail; Compatibility; Banking; Velocity; Grocery; Resets
10/10/2022
12 : 24
Newsletter Economics in 2022
Plus! Dogfooding the Metaverse; Distribution; Rebundling; Negative Yields; The Labor Shortage Continues
10/8/2022
16 : 4
Longreads + Open Thread
EA, Nomura, Forecasting, Solo Founders, Odds, Talent, Walmart
10/3/2022
12 : 44
The Counterintuitive Economics of Hiring
Plus! Smartphones and Distributed Law Enforcement; Actors as IP; Microtransactions; Partnerships; Streaming; Diff Jobs
10/1/2022
16 : 4
Longreads + Open Thread
Coase; Xi; Mr. Beast; AI; Monzo; Trader Joe
9/26/2022
12 : 24
The Porsche IPO and Mass Luxury
Plus! Growing Out of an Energy Deficit?; Subscription Travel; An ETF For Everything; He Is More Machine Now Than Man; Talent; Diff Jobs
9/24/2022
16 : 4
Longreads + Open Thread
Russia, Japan, Documentaries, Financial Engineering, Pollen, Grocery
9/19/2022
12 : 54
How Does Upwork Work?
Plus! Captions; Robotics; Fixing Airports; Capex; YouTube Shorts; Diff Jobs
9/17/2022
16 : 4
Longreads + Open Thread
AI, Banks, Pakistan's Near-Unicorn, Market Share, Churn, PE, A&P
9/12/2022
12 : 24
The Other "MoviePass Economy"
Plus! Economists; Regulatory Outsourcing; Come for the Network, Stay for the Tool; Oil; Covid and Social Mobility; Diff Jobs
9/10/2022
16 : 4
Longreads + Open Thread
Biology, AI, EA, YouTube, Xi, Cyclicals
9/6/2022
12 : 44
A Taxonomy of Drawdowns
Plus! Watercooler Shows; Smart Thermostats; Substitutes and Complements; Monetization; Apple Ads; Diff Jobs
9/3/2022
16 : 4
Longreads + Open Thread
Fraud, Poop Music, Research, France, Athens/Jerusalem/Silicon Valley, Ireland
8/29/2022
10 : 14
Turning non-tradables into tradables
Plus! Grills, Ads, Pricing, Drops, Movies, Diff Jobs