Random Walk

Home
Podcast
Notes
Daily Data
Random Walk at Night
Twitter
Weekly Recap & Good Reads
Archive
About
Riffing on debt themes, prediction themes, ecomm themes
Some gentle asides on the market that can't be topped
 • 
Moses Sternstein
1
Silver linings in VC-land
Priming the liquidity pump
 • 
Moses Sternstein
Riffing on the theme of service shrinkflation
US so productive now because reasons
 • 
Moses Sternstein
Of gig-work and entrepreneurship (for better and for worse)
Waymo is rising, and so is gig work, but is that good or is that bad?
 • 
Moses Sternstein
1
Mowing my own damn lawn
If immigration slows and/or reverses, what will get more expensive first?
 • 
Moses Sternstein
3

November 2024

[Republished] 2022 Year-in-Review
Random Walk looks back to look forward . . . it turns out RW said some pretty smart things and some pretty stupid things, but also some pretty smart…
 • 
Moses Sternstein
[Republished] The secret to growth is . . .
The US has outperformed other OECD countries for decades. What's our secret?
 • 
Moses Sternstein
5
8 Charts about AI
AI on the march: so much work to be done, so many dollars to spend, and so many people to hire
 • 
Moses Sternstein
Checking in on Private Credit
Everything has gotten riskier and scarier . . . and it's pretty much fine. Better than fine, even.
 • 
Moses Sternstein
Doing more with less
Six charts on the most important thing we will have to figure out how to do a lot of
 • 
Moses Sternstein
November 22, 2024 Weekly Recap & Good Reads
Last month in Random Walk+Good Reads, all in one email
 • 
Moses Sternstein
HODLers HODL, and revisiting themes
Of BTC, Walmart, Nvidia and Chrome
 • 
Moses Sternstein
7
© 2024 Moses Sternstein
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture