Random Walk
Moses Sternstein"A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk)
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 706 | Subscribers | Read | therandomwalk.co |
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| #104 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
5 Idea Friday: SaaS, licensing, houses, beauty, and small caps
A feast for thought, heading into the weekend
AI everything cycle, and SaaS strikes back (maybe)
The paradox of the AI everything cycle that's bullish for pretty much only one thing
If AI is taking jobs, then where are all the productivity gains?
Markets are assigning basically $0 to the field, which is weird, if the field is getting so productive with AI that it doesn't need any workers, anymore
12 Months of Random Walk
Random Walk recaps the year, month-by-month, with the posts that tell the story.
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Authors
The writers behind this newsletter.
Going LONG curiosity. 10+ years working with private and public market investors (and everything in between). Builder of fintech. Builder of proptech, Ex-Big Law.
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