It's Platform Risk All the Way Down
Plus! Expanded Universes; Capex; Compute; Insiders; Concentrated Liquidity| The Diff
Plus! Expanded Universes; Capex; Compute; Insiders; Concentrated Liquidity| The Diff
Plus! Proprietary Data; Missing Money; More Vendor Financing; Shipping Speed; What is the Market Saying Right Now?| The Diff
Plus! Idio; Agents and Enterprises; In the Loop; Industrial Policy; Data| The Diff
Plus! Diff Jobs; AI Efficiency; Dollar Diplomacy; Sora; Capital Structure; Reshoring Paradoxes| The Diff
Tech PR, The Grid, Writing, Communism, LTCM, Shareholder Democracy, Malone, Invading Arrakis, Economic Growth| The Diff
Plus! Visible Everywhere, Including the Productivity Statistics; Cycles; Attach Rates; Insourcing and Outsourcing; Price and Legitimacy| The Diff
Plus! Coopetition; Ads and Chatbots; Checks and Balances; Ratings; AI IP Rights| The Diff
Plus! Market Rules; Fast Followers; LLM Shopping; Schmuck Insurance; Fraud| The Diff
Plus! Diff Jobs; Headline Risk; The Crypto Treasury Trade; The Paradox of Decentralization TikTok; Signal and Noise in Credit| The Diff
Peterffy, LLMs, Mr. Beast, Post-Literacy, Bookstores, Vendor Financing, Games, Buckley| The Diff
Plus! Push vs Pull in AI; Endless Video; Tariffs!; Crypto Treasury; Abstract DOGE| The Diff
Plus! AI and IP; Scale; Lock-In; What's a Stablecoin Business Worth?; AI at the Edge| The Diff
Plus! Billions; Self-Censorship; Local Maxima; Benchmarks; CheapGPT| The Diff
Plus! Coasian Labor Markets; Industrial Policy; Trading; TikTok; Crypto Treasury M&A| The Diff
Skills, AI, Charlie Kirk, Cancel Culture, Parasitic AI, Substitution, If Anyone Builds It| The Diff
Plus! Crypto With a Ticker; M&A; AI as an Interface; Pump-and-Dump; Antitrust| The Diff
