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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
More in finance
How all good entrepreneurs run experiments at the earliest stages of a business, and how you can use this approach for your own career.
A crypto billionaire who once feared arrest in the US is now a Trump business adviser and White House guest. His lawsuit against Bloomberg reveals what he doesn't want Americans to know about his crypto fortune.
There wasn’t a huge amount to report from July. Politically/economically I fear the most important event in the UK was the Labour government’s failure to enact its intended welfare reforms. This leaves the government a) unable to control spending b) unable to nudge the economy towards more jobs and more growth and c) facing politically… Continue reading July ’25: New high watermark →
Why the banks really hate fintechs that allow businesses to learn your account number easily.
The Trump administration cracks down on software to limit surveillance of crypto transactions, while celebrating a “deregulatory blitz” tailored for its billionaire benefactors
