Essays and notes exploring technology, markets, society, and whatever else rewards a closer look.
All Posts
- On the Nature of Good 21 March 2026
- The 3-Hour Movie: Resurgence 24 February 2026
- Sixty Years Diverged 31 January 2026
- Silence-as-a-service 07 January 2026
- Creating the Long Tail 28 September 2025
- Forecasting 16 May 2025
- Pricing Intelligence 08 May 2025
- Clear for Klarna 16 March 2025
- CoreWeave Redux 07 March 2025
- Agentic Value Creation 20 February 2025
- Some Open Questions 18 February 2025
- The Indian Battery Ecosystem 13 February 2025
- Thoughts on AI 05 February 2025
- Media x AI 20 December 2024
- CoreWeave and Monetizing Scarcity 19 September 2024
- Early Stage 13 April 2024
- Diffusion Rates 21 February 2024
- Journey of a Battery 13 November 2023