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September 22, 2023 Weekend Recap
Last week in Random Walk+Good Reads, all in one email
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Moses Sternstein
Daily Data: AI is Good
Plus, people are silly sometimes
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Moses Sternstein
Random Walk at Night: There is still no housing shortage
Or an affordability crisis. None of that. Knock it off because people are gonna get hurt.
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Moses Sternstein
Daily Data: Longer sales cycles, and other VC-related data
Family Offices getting frisky
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Moses Sternstein
Daily Data: One way that cellphones make lives better
What's it got to do with the price of fish in Kerala? Everything
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Moses Sternstein
Random Walk at Night: The Creator Economy v. Distractor Economy
When the distractors become the distracted
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Moses Sternstein
Daily Data: Uranium is the New Oil (which is also the New Oil)
Still short on energy and people
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Moses Sternstein
Daily Data: Medicare is a bargain(?)
One of our biggest line-items is coming in under-budget and it's a mystery
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Moses Sternstein
Random Walk Recap & Weekend Reads
A rundown of the week's posts, plus some long reads for the weekend
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Moses Sternstein
1
Daily Data: Instacart's IPO and VC marks
Time preferences are shorter than you think
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Moses Sternstein
Daily Data: The Rapid Adoption of Things
Once we get new things, we have very little experience giving them back
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Moses Sternstein
© 2023 Moses Sternstein
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