
Thoughts on (mostly) tech and markets.
| Platform | Pricing | Only free issues | Publishes | Monthly | |
|---|---|---|---|---|---|
| Issues | 64 | Founded | 5 years ago | Last Issue | 12 days ago |
| Active | |||||

In One Up on Wall Street, renowned portfolio manager Peter Lynch famously advised the everyday investor to “invest in what they know.” Lynch advocated for the idea that the common man could make a killing by simply paying attention to the p...
Photo of the week: Golden hour in San Francisco
Waymo’s Everywhere
I spent most of last week in San Francisco. It’s the third time I’ve been in the past 6 months, and every time new things strike me about the city. Last tri...
Photo of the week: the first signs of Spring in NYC
Finding experts in LLM backrooms.
I’ve had an increasing number of conversations with friends about the ways in which we use AI. It seems like there’s been a dramatic inc...
Costs of replication.
When looking at a business, one of my favorite things to think about are its costs of replication – that is, how hard would it be for another entity to reproduce the product being offered? That new ent...
More startups might start to look like funds.
Innovation around markets tends to happen along multiple axes: expanded access, issuance of new (types of) assets, and the creation of novel ways to participate. These factors fr...
Subscribers, engagement, traffic and sponsorship for Back of the Envelope.
| Subscribers | Engagement | 64 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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