- Staying CalibratedPlus! Diff Jobs; Transparency; Disclosure; Credit Ratings; AI Jobs; Branding Inference
Byrne Hobart
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Hiding
8 September
5 September
- Longreads + Open ThreadLoans, Aztecs, Robotics, Research Fraud, Moritz, Resorts International, The AI Trade, Cohn
4 September
- Deflating TrustPlus! The Subscription Stabilizer; Externalities; Schelling Points Very Different from Ours; In-kind Payments; Fractal Media
3 September
- AI Doom as an Accounting ProblemPlus! AI Spend; Cheap Tokens; Alternative Assets; Strategic Acquisitions; Sum-of-the-Parts
1 September
- Imperfectly Enforced Rules Create Bad Local MaximaPlus! Ads; Marketing; Pricing; Take Rates; SPVs
31 August
- The Surprisingly Weak IPO-Housing EffectPlus! Diff Jobs; Bottlenecks; More Bottlenecks; Disjoint Models; Aligning Incentives; Momentum
29 August
- Longreads + Open ThreadSPR, Speed, Driving, Learning, USV, Diversification, Financial Engineering, Rickover
28 August
- The HuggingFace Post-Mortem: Entomological AgentsPlus! Rates; Coopetition; Supply Chains; Pivots; Liquidity
27 August
- Legislating from in Front of the BenchPlus! Accidental AI Plays; Overhangs; Safety/Privacy Tradeoffs; Complements; Scraping
25 August
- Data FlowPlus! Microcaps; AI Safety with Muskian Characteristics; Invisible Infrastructure; Bonds; Stability
24 August
- Ad-Supported Platforms are a Unique Antitrust ProblemPlus! Diff Jobs; Brittle Buyers; Rates; Substitution Effects; Demand; Trades
22 August
- Longreads + Open ThreadIce, Bankruptcy, Collateral, Craziness, Venture, Investing, Overvaluation, Drexel
21 August
- Bootstrapping Humanoid BotsPlus! Frictional Costs; Bonds; IPOs; Thematic Investing; Catch-up Growth
20 August
- Does Nvidia Want to Own Some Mercor or Subsidize It?Plus! Positioning; Drones; Corporate Governance; Loyalty; The Pause
18 August
- Data ScarcityPlus! Defense; Points of Failure; Elasticity; DDOS; Liquidation
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