The hottest Substack posts right now

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Cannabis Shortages Spread in the West

Mindset Value • 314 implied HN points • 23 Feb 23
💼 Business Industry Analysis Prices Supply and Demand Market Trends
  1. Cannabis shortages are spreading in the Western states like Oregon, Nevada, and Colorado, following California's increase in prices.
  2. Prices are rising due to low inventory after challenging market conditions that led to a decrease in cannabis production and many inefficient producers going out of business.
  3. The interconnectedness of the cannabis market is leading to shortages in various states, impacting pricing and supply dynamics.

Introducing Type.ai ✨

Stew's Letter • 314 implied HN points • 16 Feb 23
🕹 Technology Feedback AI Startups
  1. Type.ai is a new AI-first document editor that helps you write faster
  2. Type generates high-quality text that you can refine easily to fit your voice and intention
  3. Join the waitlist for Type.ai to experience the AI writing experience and provide feedback

My Neighbor Pays $1,000 in Taxes on a $2M Home

Jay's Data Stream • 11 implied HN points • 21 Jan 26
💰 Finance Wealth Inequality Tax policy Investing Personal Finance Real Estate Housing Market
  1. Property tax rules like Prop 13 (and the partial change under Prop 19) create perverse incentives that can keep homes empty and distort the housing market, because low assessed taxes make owners reluctant to rent or sell.
  2. Buying a home is highly timing-sensitive and can be very costly when plans change — mortgage interest, taxes, transaction fees, and the lost investment opportunity can make ownership much worse than renting and investing instead.
  3. San Francisco looks bullish over the long run because supply is effectively frozen by regulations while tech/AI-driven wealth is likely to boost demand, so buying only makes sense with a 10+ year horizon.

An Honest Day's Work Can Take Days

Building Something Old • 139 implied HN points • 15 Mar 24
💼 Business Labor Market Economic Impact Workforce Development
  1. There's a big shortage of skilled workers in the U.S., especially in vital industries like construction and manufacturing. Many companies are struggling to fill jobs and this could hurt the economy if not addressed.
  2. Apprenticeships are making a comeback as they provide a good path for young people to learn trades and earn money while gaining experience. This old-school method of training is seen as an effective solution to the current labor crisis.
  3. There are many reasons why apprenticeships are more appealing now, including high demand for skilled workers and rising costs of college. More and more people are realizing that trades can offer good careers without the burden of student debt.

Crypto VC Landscape

DeFi Education • 739 implied HN points • 14 Feb 23
🔮 Crypto Market Trends DeFi Venture Capital Startups Investing
  1. Venture capital funds invest in startups at different stages, from early ideas to companies preparing for IPOs. Most startups, especially in crypto, face high failure rates, so VCs take big risks with their investments.
  2. Crypto VCs can get returns faster than traditional VCs because they can exit investments within about a year after a startup issues tokens. This liquidity aspect makes crypto investments different and often more attractive.
  3. In 2022, despite a tough market, crypto and blockchain startups still received significant funding. However, VCs shifted towards later-stage deals, showing a cautious approach in these challenging times.
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We are crowdfunding $ for design!

Offline: dating that works • 39 implied HN points • 18 Jun 24
💼 Business Funding Design Crowdfunding Startups Marketing
  1. The team is crowdfunding $5K for design to improve their product, starting with a minimum viable design and then progressing to marketing and user recruitment efforts.
  2. They are seeking support through financial pledges, volunteer resources, spreading the word, and connecting with potential users for research interviews.
  3. The project aims to evolve from a demo site to a consumer-ready product through iterative funding rounds and community engagement.

Data Update 1 for 2023: Setting the Table

Musings on Markets • 779 implied HN points • 07 Jan 23
💰 Finance Corporate Finance Market Trends Valuation Techniques Data Analysis Investment Strategies
  1. Having too much data can be overwhelming and lead to distractions. It's important to focus on the most relevant information when making decisions.
  2. Data should not be seen as the only answer; personal judgment and reasoning are essential in analysis. Relying solely on data can hinder good decision-making.
  3. Data can be biased and subjective, even though many think of it as purely objective. It's crucial to be mindful of how data is presented and used.

China’s GenAI Content Security Standard: An Explainer

ChinaTalk • 429 implied HN points • 07 Jan 25
🕹 Technology AI Data Privacy Machine Learning Cybersecurity Regulation
  1. China has set rules for generative AI to ensure the content it produces is safe and follows government guidelines. This means companies need to be careful about what their AI apps say and share.
  2. Developers of AI must check their data and the output carefully to avoid politically sensitive issues, as avoiding censorship is a key focus of these rules. They have to submit thorough documentation showing they comply with these standards.
  3. While these standards are not legally binding, companies often follow them closely because government inspections are strict. These regulations mainly aim at controlling politically sensitive content.

Inflation And The Moral Erosion of Society

QTR’s Fringe Finance • 46 implied HN points • 19 Nov 25
💰 Finance Inflation Public Policy Economic Theory Monetary Policy
  1. Inflation is often misunderstood as just rising prices, but it's really about the government increasing money supply. This change in meaning makes it hard for people to see who is really responsible for the problem.
  2. When money loses value due to inflation, it affects people's lives deeply. It rewards borrowing and spending over saving, changing how society thinks about money and effort.
  3. To fix the issues caused by inflation, we need to go back to honest money that retains its value. Sound money can help society reconnect with hard work and planning for the future.

Dream Temple’s Axie Maxi tee collection is LIVE!

Ronin’s Newsletter • 36 implied HN points • 01 Dec 25
🔮 Crypto Blockchain Payments Wallets NFTs Web3 Gaming
  1. Dream Temple launched a limited-edition Axie Maxi tee collection with only 300 shirts available, each priced at $50 and designed in partnership with Axie and Ronin.
  2. The tees are sold exclusively on Dream Temple’s website where you pick size and shipping, and you can pay with RON, USDC, cash, or Ronin Wallet; shipping starts one week after order.
  3. Dream Temple is a lifestyle brand known for collaborations with crypto founders and projects, and this drop targets long-time Axie fans and Web3 fashion supporters.

The 3-D Transistor Transition

The Asianometry Newsletter • 1861 implied HN points • 05 Jul 23
🕹 Technology Future Technology Innovation Semiconductors Manufacturing
  1. The semiconductor industry shifted to producing 3-D transistors like the FinFET for better control over the channels.
  2. Classical scaling involved shrinking transistor dimensions to improve performance, power, and area gains.
  3. D transistor designs like FinFETs and Gate all around are pushing semiconductor technology forward, but come with added complexity and cost.

There Are Three Ways to Get Rid of Inflation. One Is "Impossible" and One Will Destroy the Country.

Surviving Tomorrow • 314 implied HN points • 18 May 23
💰 Finance Economic Theory Inflation Taxation Wealth Distribution Monetary Policy
  1. Inflation impacts different groups differently: savers punished, poor robbed, debtors rewarded.
  2. Eradicating inflation can be done by destroying the working class, taxing the rich, or creating anti-inflation money.
  3. Anti-inflation money involves investing in new assets, taxing back excessive money, and destroying it for common well-being.

The Bonds And The Stock Market

Points And Figures • 586 implied HN points • 24 Oct 24
💰 Finance Stock Analysis Market Trends Investment Strategies Economic Policy Interest Rates
  1. The stock market has experienced various crashes in the past, but today there are better systems in place to prevent a major crash like in 1987. It's still possible to see market dips, but the overall structure is stronger now.
  2. Interest rates on government bonds are rising, which could impact the stock market negatively if rates reach certain levels. Keeping an eye on these rates is important for understanding market trends.
  3. Government spending is a concern, and both political parties aren't talking about reducing it. If spending continues unchecked, it could lead to serious economic issues in the future.

Reflections on Parfit: A Philosopher and His Mission to Save Morality

Bentham's Newsletter • 314 implied HN points • 02 Jun 23
📖 Philosophy Ethics Ideas Legacy
  1. Derek Parfit's life was both bizarre and fascinating as a philosopher with a mission to save morality.
  2. Parfit's eccentricities developed over time; he started out as a relatively normal boy who later became obsessed with philosophy.
  3. Those who become truly obsessed with a topic, like Parfit with philosophy, tend to make significant contributions and impact in that field.

Copart

Business Breakdowns • 314 implied HN points • 04 Apr 23
💼 Business Investment Risks Growth Financials Management
  1. Copart is a company that plays a crucial role in the automotive industry by handling totaled cars through auctions on a global scale
  2. The company's business model thrives on providing services like towing, storage, processing fees, and bidding platforms for salvaged vehicles
  3. Copart's scale advantages, intelligent shareholder base, and conservative management contribute to its strong position in the market

Your feedback

Asian Century Stocks • 314 implied HN points • 03 Sep 23
💼 Business Reports Book Reviews Feedback Investing Stocks
  1. Subscribers prefer deep-dive reports and portfolio discussions over other content types.
  2. Among deep dives, stocks from Hong Kong, the US, Australia, and Japan are preferred over Southeast Asian stocks.
  3. Thematic reports on 'Hidden Champions' and other industry-related topics are well-received by readers.

Leaving product analytics

timo's substack • 314 implied HN points • 05 Jun 23
🕹 Technology Data Warehousing Product Analytics
  1. Product analytics tools like Amplitude, Mixpanel, and Heap are evolving to offer new features like marketing attribution and user experience analytics.
  2. New players in the market like Kubit are focusing on providing product analytics directly on cloud data warehouses.
  3. The future of analytics is moving towards event analytics, opening up new possibilities and challenges for businesses.

Who's top of Steam Next Fest for June 2023?

The GameDiscoverCo newsletter • 314 implied HN points • 26 Jun 23
🕹 Technology Platforms Gaming Mobile Gaming Virtual reality
  1. Steam's June Next Fest featured around 1,000 PC game demos with various top performers in different categories.
  2. Important points were highlighted in the ongoing FTC vs. Microsoft case, including PlayStation's role in Microsoft's acquisition of Bethesda and Activision's revenue split tactics.
  3. Recent game platform and discovery news include Meta's VR subscription service, Nike's collaboration with Fortnite, and insights on Chinese game approvals.

Ecoinometrics - Could one Bitcoin be worth $1m by June?

Ecoinometrics • 314 implied HN points • 20 Mar 23
💰 Finance Cryptocurrency Financial trends Market Analysis Economics Investment
  1. Some believe one Bitcoin could reach $1 million by June, but it's quite unlikely.
  2. Historical data shows Bitcoin has seen high growth, but reaching $1 million in 90 days is a huge challenge.
  3. A scenario where hyperinflation devalues the US dollar significantly is a key factor in this extreme price prediction.

Citizen Journalism on Twitter: A New Age

The Rabbit Hole • 314 implied HN points • 19 Apr 23
🕹 Technology Social media Verification Monetization Digital Transformation
  1. Twitter is empowering Citizen Journalists with features like Community Notes, Verification, and Creator Monetization.
  2. Trust in traditional media has declined, creating a space for Citizen Journalism to thrive on social media platforms like Twitter.
  3. Citizen Journalism on Twitter can democratize fact-checking, offer financial opportunities through monetization, and inspire a new generation of truth-seekers.