Crypto’s real charge is political, not financial
Crypto's most interesting feature isn't the price action — it's the decentralized structure that threatens to reorder the financial system and the states built on top of it.
All posts filed under: Writing Archive
Columns and blog posts, written over the years on a variety of websites.
Reddit’s IPO will put its old problems on full display
Reddit is heading to the stock market with a passionate community, an advertising-heavy business model, and a long history of moderation fights. Going public will only make all of that more visible.
TikTok’s dark side — built on purpose
TikTok and Instagram executives duck the hard questions on youth wellbeing. The algorithms do exactly what they're designed to do.
Power shift: tech giants are building the new conglomerates
As GE and J&J split up, Jack Dorsey's Block, Meta, Alphabet, Tencent, and ByteDance are building the conglomerates of a new era.
Bitcoin — soon just like any other stock?
JPMorgan says investors are eyeing bitcoin as an inflation hedge again. But the correlation with the S&P 500 tells a very different story.
Big tech is hiding a crash in the rest of the sector
Zoom, Twitter, Pinterest and Robinhood are all down sharply — but the five big tech giants' all-time highs are masking the damage inside the popular tech funds.
The fintechs coming for the corporate card giants
A new generation of fintechs dressed up as tech companies — Brex, Ramp, Pleo, Mynt, Juni — is coming for Eurocard and American Express in the corporate card market.
Tether: the stablecoin that suddenly feels unstable
Tether's $69B stablecoin is the lubricant of the crypto economy. But where is the money — and what happens if it isn't there?
Rivian: second only to Tesla — and only 56 cars built
Rivian has built 56 cars and is worth more than Ford or Daimler. Its valuation says more about Tesla envy than about the business itself.
The metaverse: the trend no one can afford to miss
The metaverse is the new term every tech CEO has to engage with. But appropriating a hyped concept is much easier than actually pivoting strategy.