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The best Stratechery content from the week of June 1, 2026, including Google and Microsoft, YouTubers taking over Hollywood, and a guide to the NBA Finals
(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift: Event-driven to quality and AI (16:01) The art of short selling and a homebuilder trade (22:15) Criminal justice reform and the Ross Ulbricht pardon Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models...
Zach Braff is an actor and director. How do you make it in Hollywood? Zach Braff might have the answer. From leading one of the biggest TV shows of the 2000s to directing iconic episodes and acclaimed films, he's spent decades mastering the industry. So how did he build a career that lasted decades in one of the toughest industries on earth, and what has he been up to since? Expect to learn what it was like bringing back Scrubs's newest season, what it takes to make it in Hollywood, how to st...
Online dating apps have transformed the dating market, yet their broader effects remain unclear. We study Tinder’s impact on college students using its initial marketing focus on Greek organizations for identification. We show that the full-scale launch of Tinder led to a sharp, persistent increase in sexual activity, but with little corresponding impact on the […] The post Is Tinder actually OK? appeared first on Marginal REVOLUTION. Related StoriesSolve for the China tech equilibriumRepubli...
Nuclear weapons are central in a way we haven't seen since the Cold War
The president’s upcoming Beijing trip may provide an opportunity to reengage. The post Does Trump Get Another Shot at North Korea? appeared first on The American Conservative
Cole Allen seemed to be aiming to be a smirk in your social media feed
From today's indictment: On or about May 15, 2025, in the Eastern District of North Carolina, the defendant, JAMES BRIEN… The post Analyzing Indictment of James Comey for "86 47" Post appeared first on Reason.com
Great links, images, and reading from Chartbook Newsletter by Adam Tooze