And does it matter?
The Economics of Belief Transmission
A guide to the “right way” (discounted cash flow analysis), and why “everything is dumb right now.”
With a little help from Clay Christensen, strategy legend
A few quick observations
An exclusive excerpt from a16z general partner Andrew Chen’s new book, The Cold Start Problem
How new regulations have brought college athletes into the creator economy, big time
To Axie Infinity And Beyond!
Eric Newcomer is one of the smartest and most plugged in newsletter writers in tech. This week he'll be joining Nathan, Dan, and Evan in the
A messy slog that changed everything for me
How to see what you aren't seeing
Opening up to external content is the only way to ensure durability, scalability, and defensibility.
Is now a great time to buy? Or a terrible one?
The point isn’t just to make money—it’s to change the systems that human attention flows through. You can’t understand Substack without understanding this.
I’m in at $22.51—we’ll see what happens next.
A force to be reckoned with
My wife and I recently bought our first home and we’re expecting our first child soon, so, as you can imagine, we’ve been doing a lot of wor
Commoditizing tweets’ complement (the algorithm) will increase usage and rebuild trust
By Means of Natural Selection
The Argument for Democracy in Cyberspace
Untangling the complex causal chain that makes good times go bad
How the Fed accidentally scuttled your Series B, simply explained
A Book Review of “Mastering the Market Cycle”
My chapter-by-chapter summary, with notes and reactions
