The Search For the Winning Formula
A dispatch from a hacker conference in San Francisco
It's A Brave New World
Surely nothing bad will happen with an AI hooked up to the internet
A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.
An Intuitive Explainer for How To Lose Money and Win Anyway
My sick, unexplainable desire to buy a face computer
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
Startups screw up sometimes, but making things cheaper is a moral necessity
The largest IPO in history is happening in China with Ant Financial. In this post, we discuss all the services Ant Financial provides and what to expect in the future from Ant.
AI is about to remake our information ecosystem and it is past time for us to prepare
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
Neither hellscape nor utopia—the internet makes society anew
This is the dumbest AI will ever be—and it’s still magic
Why community and social network effects will be key to winning the future
2024 is the year I go big
Interest rates do not equal innovation rates
A $100B Bet on Two Brothers
The Rugged Landscape of Digital Advertising
How can you know when to invest?
I’m wondering if I can deep-fry my way out of the apocalypse
How to think about investing in a startup versus a public company
The secret to personal growth isn't in self-help books or ayahuasca trips. It's in a $1.99 pregnancy test from Target.
People who promise high returns forever are liars
