Everything is Technology
Argues that every company is becoming a technology company and that tech-native firms will displace incumbents across industries.
Recommended Reading
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There's plenty of room at the Top: What will drive computer performance after Moore's law?
A landmark Science paper outlining how performance improvements in computing will transition from physical hardware scaling (Moore's Law) to software, algorithms, and hardware architecture ('the top' of the computing...
Progressive Decentralization: A Playbook for Building Crypto Applications
A strategic playbook for crypto founders navigating the transition from early centralized product development to fully decentralized, community-owned protocols.
The 4 Types of Defensibility
Frames modern defensibility as brand, scale, embedding, and network effects, with network effects the most powerful of the four.
The Passion Economy and Its Hidden Currency
Examines how attention functions as currency in creator-driven marketplaces and platforms.
The Hierarchy of Marketplaces
A classic framework on focusing on engagement, growing market share, and creating tipping points for network effects.
What's Next for Marketplace Startups?
Traces the evolution of marketplace strategy from listings to managed and services marketplaces and where the next opportunities lie.
The Scaling Hypothesis
Argues GPT-3 vindicates the view that scale alone unlocks emergent capabilities, reshaping the economics and strategy of AI research.
1,000 True Fans? Try 100
Li Jin argues that creators do not need millions or even thousands of subscribers to make a living; instead, they can focus on cultivating a smaller group of superfans who are willing to pay high prices for high-value...
The Computational Limits of Deep Learning
An influential analysis demonstrating how the computational demands of training state-of-the-art deep learning models are scaling exponentially, presenting economic and hardware limits to AI progress.
What Is the Creator Economy? Influencer Tools and Trends
A comprehensive market map and analysis of the creator economy, detailing the transition from professional creators to semi-pro creators and the tools enabling them.
The Ownership Economy: Crypto & The Next Frontier of Consumer Software
An influential thesis explaining how user-owned products and protocols can grow faster and align incentives better than centralized alternatives.
Shopify: The Anti-Amazon Alliance
A detailed breakdown of Shopify's decentralized platform strategy as the primary counterweight and 'Anti-Amazon Alliance' to Amazon's centralized aggregation.
The Regulator's Puzzle
Explores the challenge of writing tech rules narrow enough to target real problems yet general enough to avoid endless case studies.
App Stores, Trust and Anti-Trust
Explains how app stores brought trusted software to billions while making Apple and Google gatekeepers of the port and customs house.
Why Figma Wins
Explains Figma's strategy through browser-first design, intra-company network effects, and product loops toward platform status.
The B2B Marketplace Manual
A comprehensive playbook on how B2B marketplaces operate, leveraging trust, transaction value, and network effects.
Power to the Person
An essay exploring the shift in power from corporations to individuals, driven by the creator stack, enabling solo creators to build massive, highly leveraged businesses.
How to Earn
Billion-dollar startups come from relentless compound growth and deep user empathy, not zero-sum exploitation.
Scaling Laws for Neural Language Models
Empirically shows language model loss follows power laws in model size, data, and compute across seven orders of magnitude.
Your Life is Driven by Network Effects
Explores how network effects shape human relationships and decisions well beyond software businesses.
The Creator Economy Needs a Middle Class
An analysis of the unequal wealth distribution within creator platforms, proposing product features and design choices to empower a robust middle class of creators.
Beyond the doomsday economics of 'proof-of-work' in cryptocurrencies
An economic analysis from the Bank for International Settlements examining the long-term limits of decentralized consensus based on proof-of-work, focusing on transaction fees and security.
Flash Boys 2.0: Frontrunning, Transaction Reordering, and Consensus Instability in Decentralized Exchanges
A seminal paper highlighting the rise of Miner Extractable Value (MEV) and frontrunning bots on decentralized exchanges, illustrating key scalability and consensus security risks.