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d_e_solomon

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  1. What's the real bottleneck behind the GLP-1 boom: science capacity or incentives

    The public story is “demand is exploding.” But the more interesting question is which constraint actually governs the GLP-1 market: manufacturing cycles, capital allocation, regulatory pressure, or incentive design.…

    1 points 0
  2. If Debt Is Funding Most Spending, Can We Still Call the Consumer "Strong"? (capitalfolly.com)
    3 points 1
  3. Why Most Business Coverage Misses the Actual Drivers of Outcomes (capitalfolly.com)
    1 points 1
  4. Need feedback from people who think about incentives in their sectors (capitalfolly.com)
    2 points 1
  5. Why Pricing Power Is the Most Important Economic Signal No One Tracks (capitalfolly.com)
    2 points 2
  6. Which industry's complexity is most underestimated by outsiders? (capitalfolly.com)
    1 points 2
  7. Why do some industries naturally collapse into duopolies? (capital-folly.ghost.io)
    1 points 1
  8. Why Bombardier's $8B Attempt to Break the Boeing/Airbus Duopoly Failed (capitalfolly.com)
    2 points 1
  9. The Tesla Paradox: When Vision Becomes a Company's Core Product (capitalfolly.com)
    6 points 2
  10. The Market Isn't Broken, It's Behaving as Designed (capitalfolly.com)
    4 points 1
  11. When fintech startups outgrow their own controls, Linqto's collapse as a warning (capitalfolly.com)
    1 points 1
  12. Ask HN: Are employee stock programs in startups inherently unfair? (capitalfolly.com)
    3 points 2
  13. When Venture Capital Leaves Employees with Nothing – The Philz Coffee Story (capitalfolly.com)
    7 points 2
  14. Tesla at the Crossroads: Why Musk Chose Robotaxi over Model 2 (capitalfolly.com)
    4 points 3
  15. X outage: Hacker group claims it took down former Twitter platform (syracuse.com)
    69 points 17
  16. "If People Are Dying, Let's Get Started": The Brutal Relay of the Nome Serum Run (thethreepennyguignol.com)
    6 points 0
  17. Kroger's Panopticon: Making Criminals of Grocery Shoppers (davidschenz.com)
    7 points 3
  18. The financial impact from the Reddit API data agreements (davidschenz.com)
    2 points 0
  19. Banking Crisis 2023: Who else is in trouble? (davidschenz.com)
    1 points 1
  20. Silicon Valley Bank: Analyzing their 2022 10-K to understand their failure (davidschenz.com)
    3 points 0
  21. Crypto Winter: Three Fundamental Problems on why Crypto/DeFi is still failing (davidschenz.com)
    1 points 0
  22. Self-driving cars got stuck in the slow lane (theguardian.com)
    11 points 4
  23. The Future Dystopic Hellscape Is Upon Us (theintercept.com)
    3 points 0
  24. A Plan to Save the Power System Disappeared (theatlantic.com)
    5 points 0
  25. Opera: Phantom of the Turnaround – 70% Downside (hindenburgresearch.com)
    2 points 0