Arnold Engel — Writing

Under the Airtable

Bottoms-up for FIFA

AI-agent-only trade show Don't listen to critics, listen to customers

Missing a line item

Microsoft could do something big Hugging models AI can't help the Mets

Mickey Mouse sells a bundle

Who uses ChatGPT really matters

Send in the gas stations Allergic to dilution Didn't AI solve inventory?

Very quiet partner More talent agents

Selling Pintos I think you'll like him I didn't buy that

Delta lets you build your own bundle Memory shortage until the next decade Some problems can't be solved

Incidental job interview Voice memos for LeBron

Robots falling in love DocSend reimagined Wonder about net worth

GoDaddy wants to be your bank Just not that into you Robinhood car auctions

Cutting price without cutting price Netflix can own a summer Michaels gets balloons for Joann

More spoons to bend Meta's sword-in-the-stone Liquor can learn from tobacco

FIFA splits hairs

Investment kickers Helix's cap table hole

Money in index funds Comcast is a warning for OpenAI Caught without a ride

Stealing profitably Betting on gender reveals Creating fixable problems

The Action is off-balance sheet

Prime Day is Restaurant Week

Frontier spaces

Plaid gave everyone permission

Start at the watercooler

State Farm and Jeep abandon middlemen

Cursor is a great restaurant

Packaging & pricing at the frontier Ownership is relative Knicks aren’t the Mets

Procurement agent for AI tokens AI isn’t used cars Shoeshine boy buys the index

Marketing during delays Amazon can help Nostalgia is new for some

Better take the offer Delayed founder mode Chicken splits in half

Dealing after rejection World Cup isn’t 104 Taylor Swift concerts Talent agent

Events are generational Buyback brigade Courting complexity

SpaceX 0.75% IPO fee Knives Out on Ritz-Carlton Yacht Would you like fries with that?

New world for Berkshire Money comes from somewhere NBA looks beyond tanking

Kirkland & Ellis AI Fun buying cars Aging into a pipeline

Business safari Consumption as investment Lululemon does beachfront

Product, person, punch Passing the baton Product as top of funnel

Shorter SaaS contracts Survivor finale on Kalshi GameStop eats Wendy’s

OpenAI & YC IPO oxygen Hacky sacks are back

Long hello at Berkshire Tinder is a vibes business Gucci & F1

Bundle in the waiting room Bourbon’s location Seeing through Everlane

Maybe-maxxing 10% for everyone Matchmaker, matchmaker

No more taking turns The Player’s League Bundling prediction markets

Anthropic ends an era Talk about NBA Europe 94% American Idol

Uber anything Skye can wear a nice suit Three beats for three stripes

Call me, maybe?

Ryan Cohen's elaborate job interview Jude Law tries harder Podcast bookings are signaling

Bobbing for data centers Trading Super Bowls for F1 races Which way, young lawyer?

Bank knows best Run with your eyes open Pricing isn’t a moat