Essays on the intersection of technology, finance, and geopolitics. From a vantage point shaped by decades of work across Internet infrastructure and the companies that build it, law, investment, and cross-border transactions. The aim is not to predict the future but to map the terrain, tracing the dependencies, finding the constraints, and exposing the feedback loops that practitioners inside any one discipline too rarely see from the outside.
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AI
The Nanny Layer
AI products ship a values layer the buyer cannot see, override or escape
political economyPostscript: the price of no verdict
Meta settled with 48 states before any court ruled. The largest payout in the history of the technology industry is a single bad quarter.
Internet governanceA .horse by any other nameICANN's gTLD expansion sells suffixes the market has priced at nothing
managementMBAs Considered Harmful?Organisations destroy their ability to evaluate the claims their futures depend on — rationally, and on purpose
fiscal policyThe Great MispricingCorporations now run at scales beyond entire advanced economies, and this time no state can hold them
AIDead LoadThe Keystone's six preconditions, ninety days on: a record IPO that priced then sank, a government letter that switched off a frontier model, and a rulebook that moved just in time to catch the deal.
ARMUp for ScrapsApple's Macbook Neo is just an example of why the computer industry is moving to another architecture
memoryA Lapse in MemoryUnstarted wafers, record margins, and the economics of AI supply chains.
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