Moses Sternstein

5 days ago | therandomwalk.co | Moses Sternstein |Evan Armstrong

dishes on content businesses, tech, and AI, and his new publication:Among many other things:• None Why he writes, and what’s missing from the information mix• None What people are getting most wrong about AI• None Where VC is going, and whose fault is it anyway? If you haven’t checked in, in a while: peruse The Archive for what you’ve been missing. (Hint: it’s a lot)Get more from Moses Sternstein in the Substack app Available for iOS and Android

6 days ago | therandomwalk.co | Moses Sternstein

Waymos are utilized to the maxOnce Waymo, always Waymo (unless there are no more Waymos)SMBs are spending more on . . . tech? The fastest growing sector will surprise you👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. Random Walk will once again be at the NY Sohn Investment Conference, May 14. It’s great. You should come, and if you do, make sure to say “hi.”Recaps from last year (one and two). It’s worth it, and it’s for a good cause.

1 week ago | therandomwalk.co | Moses Sternstein

rents continue to fall, as ample supply comes online, relative to demandmostly, builders have slowed new dev, but not everywhere . . . and the places they chose are odd choicesthis has to end badly, right? Or maybe notFlorida is different this time aorund 👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. Random Walk will once again be at the NY Sohn Investment Conference, May 14. It’s great.

1 week ago | therandomwalk.co | Moses Sternstein

a tale of freight, but little horrordid consumers hiccup? maybe yes, maybe nohotels are not-so-emptybankruptcies are rising, and not just any kind of bankruptcy your ad [not] here👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. Random Walk will once again be at the NY Sohn Investment Conference, May 14. It’s great. You should come, and if you do, make sure to say “hi.”Recaps from last year (one and two).

1 week ago | therandomwalk.co | Moses Sternstein

the shorts have been out for private creditwhat risks do they see? let the IMF count the waysPIKs, and negative free cash flow, and bankruptcy work-arounds, oh my!if things get bad for private credit, that’s good for private creditdefault rates continue to . . . be pretty ok👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. Some of the big hitters in private credit reported last week, and the results were generally fine.