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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 746 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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therandomwalk.coLatest Issues
Token Maxxer 1%
5 Idea Friday: ai powerusers; no bubbles here; K becomes E; mind the supercore; no country for youngs
5 Idea Friday
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
the MBA regrets to inform you that the housing shortage has been cancelled
Binge-Drinking With Your Pa
5 Idea Friday: private for longer; AI-ROI; ETFs to the moon; and China's retail winter
5 Idea Friday
Frictionful Intelligence
The cost of compute rises, a three part thought experiment
revisiting Citrini’s exactly wrong doomcast
Marks are [High][Low][Just Right]
5 Idea Friday: Public marks, private marks, credit marks--all the marks
A valuation edition of 5 Idea Friday
Audience Metrics
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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