Trading The Metagame

How much do TikTok "algorithmic nudges" matter? Sports leagues -- exempt from many capitalistic forces? Amazon lays off another 9,000 workers More assistance coming for First Republic

Quantifying the economic impact of AI on work Bailing out SVB might be a bad idea The "aristocracy of pull" is increasing

VC regulation coming? Yuan becoming Russia's reserve currency? First Republic $30 billion pre-backstop

"Societies fail when predators and parasites outnumber producers." Narrow, ultra-safe banks? The "magic" in Disneyland

Second order effects of bailing out SVB Moral hazard leads to financial stability in the short run, instability in the long run Estimated latency arbitrage cost is 0.5 bps ($5b per year for global equities)

The Balaji bet How SVB unraveled Deeply integrated interfaces

Economists, ranked Anthropic releases Claude, seemingly under the radar AI online dating co-pilot

GPT-4 is live Anchorage Digital layoffs Meta lays off 13% of workforce

Signaling, signaling, signaling Brett Harrison (FTX) speaks publicly Chile travel tips

Spicy take on China Polymarket SVB line now at 67 The non-lying equilibrium