Daily Data: AI Apps Aren't Sticky

Which is entirely predictable, and totally fine. Plus a strange plug for Uranium and more data on BNPL

Everything reads better in your browser or in the app. The footnotes especially, and Random Walk is really leaning into the footnotes. Plus, if you have the app, you can set delivery to “app only” and then my daily barrage will feel less like a barrage. Unfortunately, substack does not yet have a “Weekly Digest” option, but I’m hectoring them aplenty.

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Daily Data