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The seminal blog post that defined and popularized the term 'prompt injection,' explaining the profound security and architectural implications of build-on-top LLM economics where instruction and data are mixed in nat...
Examines the Buffalo shooting, a Texas law, and how content-moderation strategy is being reshaped by regulation and events.
An in-depth analysis of the structure, economic incentives, congestion costs, governance challenges, and potential financial stability risks of the DeFi paradigm.
Introduces the concept of a network state, where decentralized online communities leverage crypto-economic incentives to transition to physical, sovereign states.
Argues durability equals network effects plus economies of scale plus brand plus embedding plus IP, and why it drives long-run value.
A quantitative framework for measuring the strength of network effects across acquisition, engagement, and retention.
A highly cited joint report by BCG and SIA assessing supply chain vulnerabilities and highlighting the extreme geographic concentration of advanced semiconductor manufacturing in East Asia.
A detailed post arguing that traditional Moore's Law cost-scaling has ended, replaced by rising complexity, specialized packaging, and foundry consolidation.
Argues iconic companies win by continually layering additional defensibilities and network effects throughout their life cycle.
Lays out a definition and framework for the metaverse and why it represents the next major computing and business platform.
An academic overview of DeFi, analyzing its potential to replace traditional financial intermediaries with decentralized protocols.
Examines how pandemic-induced automation and AI adoption threaten to exacerbate global economic inequality, and suggests policy measures to steer technological progress.
Explores the technical and business realities of moderating opinions at scale and the strategic stakes of getting it wrong.
Excerpt from The Cold Start Problem on building the smallest stable, self-sustaining network to overcome cold-start.
A BIS quarterly review paper arguing that decentralization in DeFi is largely an illusion due to centralizing governance elements and intermediaries.
Argues advanced AI could drive explosive growth, making the 21st century pivotal for humanity's long-run trajectory.
A taxonomy of sixteen distinct network effects, arguing they account for the majority of value created in tech since 1994.
A thesis-driven essay examining how high-performance technical scaling is essential to lowering social coordination costs and enabling massive-scale decentralized applications.
An analysis of the policy tools, subsidies, and investment required to incentivize semiconductor manufacturing in the United States, pre-dating the enactment of the CHIPS Act.
A practical playbook for building two-sided marketplaces by solving early supply constraints, driving demand, and scaling liquidity.
A nine-part primer specifying the metaverse tech stack as the successor state to the mobile internet.
An exploration of Chartered Semiconductor, Singapore's state-backed foundry effort, and the strategic and market challenges that led to its acquisition by GlobalFoundries.
A comprehensive policy paper analyzing the vulnerabilities in the global semiconductor supply chain, focusing on fabrication, packaging, and raw material bottlenecks.
Argues Metcalfe's Law oversimplifies network effects and offers a richer model for how network value actually scales.