i write stuff thats thoughtful, relevant, and fun.
Hi, I'm Stanley 馃憢馃徎
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WORK IN PROGRESS Frontier lab autopsyDeep diveAnthropic's Delusional Bet on Sclerotic VetocracyThe West Has Fallen, Billions Must Build.Vetocracy State capacity -
Industry post-mortemHot takeThe Brutal Murder of RunwayMiranda made one bad decision in 1995 and executed flawlessly against it for thirty years. That's what killed Runway.Market of Forms Porter's Five Forces -
Cybernetic deal autopsyTechnicalSearching for the $30 Billion that Shouldn't ExistThere's $30B in this Paramount鈥揥arner Bros deal that standard M&A math can't reach. Either the buyers got scammed, or the textbook for streaming is wrong.Second-order cybernetics Endogenous sunk cost (Sutton 1991)
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