Essays
The Business of the LineThe Business of… · Oct 2026
The Billion-Dollar Fan ClubConsumer & Culture · Oct 2026
The Limits of EfficiencyConsumer & Culture · Oct 2026
The Value of an Unpredictable CustomerTechnology & Investing · Oct 2026
The Business of the SouvenirThe Business of… · Sep 2026
Creative Due DiligenceConsumer & Culture · Sep 2026The Business of Being a RegularThe Business of… · Sep 2026
The Next Vertical Software MoatTechnology & Investing · Sep 2026
The Data Gap Is DeadTechnology & Investing · Nov 2025