The CoreWeave Triangle
Plus! Gimmicks; Correlations; Continuous Search; Re-Emerging Markets; Tax Incidence
All posts
In chronological order
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PE: Cycles and One-Off Events
Unlock Premium to read this post →Plus! Streaming and Marketplaces; Automating Applications; Edge AI; Tariff Day; The AI Buildout
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AI's Impact on the Written Word is Vastly Overstated
Read this article →Plus! VC IPOs; Sovereign Wealth Funds; The Return of Structured Products; LLM Moderation; Risk Management; Diff Jobs
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Longreads + Open Thread
Read this article →Hackers, Safety, EBITDA, More Hackers, Feudalism, Randomness, CEOs
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Running an Oil Major in a Not-Post-Hydrocarbon-Any-Time-Soon World
Unlock Premium to read this post →Plus! Corporate VC; Hacking AI Moderation; Product Parity; Crypto Regulation; GPU Demand
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Amazon Wants AI Models Commoditized. Can They Make it Happen?
Unlock Premium to read this post →Plus! Business and Editorial; The Other AI Growth Story; Getting Ahead of the Shift; Activist Shorts
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When and How Will AI Offer People Search?
Unlock Premium to read this post →Plus! Consumption Patterns; Training Data; Grift Confluence; Marketing and Piracy; Convergence
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Filling Out Forms is Corvée Labor
Read this article →Plus! The Real News Business; Credit, Wealth, and Risk-Adjusted Returns; Less-Than-Truckload; Capex; Bundling and Scale; Diff Jobs
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Longreads + Open Thread
Read this article →Types, Ellison, AI, YouTube, Private Credit, Globalization, Lending, Huawei
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Who is Levered to Extreme, but not History-Ending, Growth?
Unlock Premium to read this post →Plus! Bond; Capitalizing Nvidia's Strategy; Creator Funds; Adjusted EBITDA; Shortages and Gluts
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Don't Try to Build Another Berkshire
Unlock Premium to read this post →Plus! Humans in the Loop; Humans in the Loop, Con't.; The Hardware/Software Burden; Custody; Unwinding a Bubble
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The Annoying Path to Privacy Herd Immunity
Read this article →Plus! Robots; Competition; Model Moderation; Eggs; Sentiment