china
Thoughts on Breakneck by Dan Wang
Dan Wang's Breakneck reframes the US-China rivalry not through capitalism vs socialism, but through a far more human lens: engineers vs lawyers.
Economics
Technology
Moore, Gilder, and the fading logic of constraint
Moore's Law told us technology gets cheaper. Gilder told us networks grow forever. So what happens to orthodox economics when scarcity stops being the point? A look at digital networks, network effects, and why consumer attention is the only constraint left.
blockchain
Blockchain, decentralisation, and the 'theory of the firm'
Firms exist because transacting with strangers is expensive. Blockchain makes it nearly free. A look at transaction cost theory, decentralisation, and why intermediaries should be paying very close attention.
uber
Monopoly economy: the other side of network effects
Network effects don't just reward the biggest player. They actively punish everyone else. A look at why the internet is structurally designed to produce monopolies, and whether that's actually such a bad thing.
Tech
The music streaming economy isn't working
Music streaming isn't broken because of Spotify. It's broken because record labels are extracting 45 cents of every dollar for a job the internet already does for free. A look at why the labels' power has well and truly outlasted their usefulness.