Airtable hides a recap in plain sight
Under the Airtable
Arnold Engel — Writing
A compendium of essays and newsletters.
Latest posts
FIFA, Thrive
Bottoms-up for FIFA
AI-agent-only trade show, Ferrari Luce
AI-agent-only trade show, Don't listen to critics, listen to customers
Distilling frontier AI models
Missing a line item
Microsoft, OpenAI, the Mets
Microsoft could do something big, Hugging model, AI can't help the Mets
OpenAI's advertising audience
Who uses ChatGPT really matters
Disney, Kraft Heinz, Universal
Mickey Mouse sells a bundle
Costco, Dilution allergies, Nike World Cup jerseys
Send in the gas stations, Allergic to dilution, Didn't AI solve inventory?
Block, Stripe, Advent, Refer, Standout
Very quiet partner, More talent agents
OpenAI advertising, Hinge, Chargebacks
Selling Pintos, I think you'll like him, I didn't buy that
SK Hynix, Delta, Ridge
Delta lets you build your own bundle, Memory shortage until the next decade, Some problems can't be solved
OpenAI & Apple, LeBron James
Incidental job interview, Voice memos for LeBron
AI fundraising agents, DocSend, Wonder
Robots falling in love, DocSend reimagined, Wonder about net worth
GoDaddy, Substack, Robinhood for cars
GoDaddy wants to be your bank, Just not that into you, Robinhood car auctions
OpenAI/YC, Netflix, Michaels & Apollo
Cutting price without cutting price, Netflix can own a summer, Michaels gets balloons for Joann
Bending Spoons, Meta, Liquor
More spoons to bend, Meta's sword-in-the-stone, Liquor can learn from tobacco
Airbnb, Marriott, DoorDash, McDonald's
FIFA splits hairs
Premier Jumping League, KKR/Helix
Investment kickers, Helix's cap table hole
Index funds, Comcast, Space cargo
Money in index funds, Comcast is a warning for OpenAI, Caught without a ride
Anthropic/Alibaba, Instagram betting, FIFA
Stealing profitably, Betting on gender reveals, Creating fixable problems
The action is off-balance sheet
Private equity carry loans, OpenAI's $665B in fine print, Shohei Ohtani
Prime Day is Restaurant Week
Amazon sets the table for others
Frontier spaces
Library of AI-lexandria
Plaid gave everyone permission
This day in business history (2016)
Start at the watercooler
Insider media helps Amazon Relay take on trucking
State Farm and Jeep abandon middlemen
State Farm drops bombshell on its agents. Jeep (Stellantis) runs around its dealers.
Cursor is a great restaurant
SpaceX acquisition of Cursor is going ahead
Anthropic, Amazon, Knicks
Packaging & pricing at the frontier, Ownership is relative, Knicks aren’t the Mets
AI procurement, AI pricing, Shoeshine Index
Procurement agent for AI tokens, AI isn’t used cars, Shoeshine boy buys the index
Fable, Amazon freight, Twice baked potato
Marketing during delays, Amazon can help, Nostalgia is new for some
Morgan & Morgan, Delayed founder mode, Chicken
Better take the offer, Reid Hoffman & Microsoft, Chicken splits in half
Jefferies, World Cup, Talent agent
Dealing after rejection, World Cup isn’t 104 Taylor Swift concerts, Standout
Partiful, buybacks, Knicks
Events are generational, Buyback brigade, Courting complexity
IPO fees, Ritz-Carlton Yacht, McDonald’s AI
SpaceX 0.75% IPO fee, Knives Out on Ritz-Carlton Yacht, Would you like fries with that?
Berkshire, SpaceX & Anthropic, NBA draft
New world for Berkshire, Money comes from somewhere, NBA looks beyond tanking
Kirkland & Ellis, Carvana, Universal
Kirkland & Ellis AI, Fun buying cars, Aging into a pipeline
KPMG, Robinhood, Lululemon
Business safari, consumption as investment, Lululemon does beachfront
Ferrari Luce, Huxe & Spotify, Audemars Piguet
Product, person, punch, Passing the baton, Product as top of funnel
Shorter SaaS contracts, Survivor finale on Kalshi, GameStop eats Wendy’s
Preceding competition, torches are snuffed, parking lot usage
OpenAI & YC, IPO oxygen, hacky sack
Lemons, slop mergers, return of the sack
Berkshire, Tinder, Gucci
Long hello at Berkshire, Tinder is a vibes business, Gucci & F1
Everlane, barrels, Kin
AI at the doctor's office, clothes procurement, where's a good place to drink bourbon?
Pay Maybe, matchmaker, 10% raise
Anticipation builds, have your bot talk to my bot, rising tides
Thinking Machines, LIV still swinging, Stability Index
A break from tennis, LIV not dead, prediction market at a glance
Anthropic, NBA Europe, American Idol
Kalshi monitors Idol, NBA sparks discussions, SPV-watching
Uber, Chalamet brings you in, Skye/Armani
Where is the Roadster? Uber Money, high-end real estate for AI
World Cup isn't SaaS, digg monitors the situation, big guns
Is asking Italians to meet at Caesars (or the Venetian) insulting?
Law, Jude Law. GameStop, podcast booking
Maybe Wendy's/eBay instead?, podcast tailing, Avis wants a word
Ocean data centers, lawyer hiring, Super Bowl trades
Being there when tide goes out, inputs matter, blockbuster events
Pricing isn't a moat, running with eyes open, Fermi
Anchors are uplifting, breaking 2 hour marathon barrier, Adobe