AI is making a world where it costs nothing to produce anything. What happens next?
How MSCHF turns irreverent ideas into a real business
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
Surely nothing bad will happen with an AI hooked up to the internet
This is the dumbest AI will ever be—and it’s still magic
It's A Brave New World
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.
The Rugged Landscape of Digital Advertising
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.
Startups screw up sometimes, but making things cheaper is a moral necessity
The difference between a contractor and an employee, what Uber's existing business looks like and how AB5 will impact their financials.
A $100B Bet on Two Brothers
Neither hellscape nor utopia—the internet makes society anew
2024 is the year I go big
I’m wondering if I can deep-fry my way out of the apocalypse
My sick, unexplainable desire to buy a face computer
How can you know when to invest?
The Embedded Human
Interest rates do not equal innovation rates
Chegg grew their stock price from under $10 to over $85. They did it by changing their business model from the ground up and investing in digital media content.
No one cares, so take more risks
A Book Review
AI is about to remake our information ecosystem and it is past time for us to prepare
And it means there are big changes ahead for what software can do
