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Data, Invisible Software, The Post, AI, Cheating, Control, Star Wars
Plus! Tariff Plays; Good Trades; Capital Structure; Moderation; Debt and the Dollar
Plus! The Path of Deployment; The Long Tail; Non-News; Data; Models
Plus! Coasian Bargains; Movies; Currency; OpenAI; Tariffs
Plus! Diff Jobs; Decoupling; Who Trains the Model-Trainers; Cash Cycles; AI and ARR; Gating
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If you work in media or publishing, brace yourself — another platform update from Google is quietly shifting the ground beneath us.
A live course, limited to 30 people. Applications close 21st July.
I really want to stop mentioning Trump. Even when he sends troops into LA, one of my favourite cities. But when he launches 30kt bombs on Iran, it is very hard to avoid talking about him. In the context of what Trump’s been up to, the welfare reform screw-ups by the Labour government seem almost… Continue reading June 2025: Show times →
This post is a list of books that I read in the second quarter of 2025, including The Snowball, The Haywire Heart, Plato's Republic, and the King James Bible
Crypto firms hope putting a blockchain veneer on traditional equities will allow them to sidestep lessons learned in the 1929 Wall Street crash, crypto firms look to become banks, and Congress celebrates crypto surveillance while claiming to outlaw it
