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Daily Data

The Shift from Token-Maxxing to Token-Optimizing is Good, Actually
That firms aren't maxxing frontier tokens is a good problem to have
 • Moses Sternstein
Of Economic Regime Change, and Anti-tech Sentiment
Musing on the economic premium to efficiency, and the inverse correlate to politics
 • Moses Sternstein
Online Shopping Is Stepping Into AI-Overdrive
Charts and missives on the incredible ecomm boom
 • Moses Sternstein
Token Maxxer 1%
5 Idea Friday: ai powerusers; no bubbles here; K becomes E; mind the supercore; no country for youngs
 • Moses Sternstein
Another Big Defection from Team Housing Shortage
A trade org, no less, reluctantly breaks the news that supply-and-demand is, in fact, constrained by reality
 • Moses Sternstein
Binge-Drinking With Your Pa
5 Idea Friday: private for longer; AI-ROI; ETFs to the moon; and China's retail winter
 • Moses Sternstein
Frictionful Intelligence
The cost of compute rises, a three part thought experiment
 • Moses Sternstein
Marks are [High][Low][Just Right]
5 Idea Friday: Public marks, private marks, credit marks--all the marks
 • Moses Sternstein
Job Growth, Starting From the Bottom (and Still There)
5 Idea Friday: Fading fade america; Room for Big IPOs; Screentime; Margins, margins, margins
 • Moses Sternstein
Oil Shock or Nah (and the Machinations of Iran's Biggest Customer)
Riffing on the oil shock that isn't (yet), and a 'Beggar thy Neighbor' reprise
 • Moses Sternstein
Retail on a Heater
5 Idea Friday: Youth Unemployment (in Canada); Affordable Moves?; Access-A-Ride Mystery; SaaS Strikes Back
 • Moses Sternstein
Why Isn't the On-Ramp Working?
Musing about an unsettling feature of the new normal
 • Moses Sternstein
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