Matt Levine, who is a rare trifecta of a subject matter expert on a domain which is very important to tech which tech has material comparative disadvantage on. (“Explain the actors in an IPO and what their incentive structures are” a thing maybe 1% of tech can do.)
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Replying to @patio11 @antoniogm
@patio11 Any other newsletters you think are of similar quality? I’ve also found@stratechery to be amazing.1 reply 0 retweets 2 likes
Those are the only two I read regularly at present; the third person I’d put in that mind space is Byrne Hobart. (Who has a newsletter but it isn’t the dominant form factor.)
3:46 PM - 12 Nov 2019
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