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Trading The Metagame
A blog by Ryan Chern
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3/21/23 Tuesday Links
Trading The Metagame
Mar 22
Quantifying the economic impact of AI on work Bailing out SVB might be a bad idea The "aristocracy of pull" is increasing
3/19/23 Sunday Links
Trading The Metagame
Mar 20
The Balaji bet How SVB unraveled Deeply integrated interfaces
3/18/23 Saturday Links
Trading The Metagame
Mar 19
"Societies fail when predators and parasites outnumber producers." Narrow, ultra-safe banks? The "magic" in Disneyland
3/20/23 Monday Links
Trading The Metagame
Mar 20
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
3/12/23 Sunday Links
Trading The Metagame
Mar 12
Spicy take on China Polymarket SVB line now at 67 The non-lying equilibrium
3/15/23 Wednesday Links
Trading The Metagame
Mar 15
Economists, ranked Anthropic releases Claude, seemingly under the radar AI online dating co-pilot
3/13/23 Monday Links
Trading The Metagame
Mar 13
Signaling, signaling, signaling Brett Harrison (FTX) speaks publicly Chile travel tips
3/16/23 Thursday Links
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Mar 16
VC regulation coming? Yuan becoming Russia's reserve currency? First Republic $30 billion pre-backstop
3/17/23 Friday Links
Trading The Metagame
Mar 17
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)
3/14/23 Tuesday Links
Trading The Metagame
Mar 14
GPT-4 is live Anchorage Digital layoffs Meta lays off 13% of workforce