A personal newsletter that connects business and economics ideas, such as brand proliferation in the cereal industry, to current events and everyday life. Issues mix MBA-style analysis, family anecdotes about integrity, and summaries of popular online threads.
Website: https://www.enriquebay.com/
Essays and a serialized book on AI-era cybersecurity, trust and measurement, citing specific vendor and lab reports. Readers get an original framework, including the Learning Advantage Ratio and the work-factor idea for AI judgment, alongside analysis of how security metrics get gamed.
Patrick McKenzie reads and expands on his Bits about Money essays about the plumbing of the financial system, such as payments finality, credit card economics and charitable giving infrastructure. Each episode pairs an explanation of how the system works with concrete case studies and updated postscripts.
Transformer reports on the politics and policy of advanced AI, mixing original reporting, interviews and tests of AI models with analysis of legislation and company strategy. Readers get coverage of Congress, AI safety debates and frontier labs' behavior.
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