Macro & Markets
The Adoption–Adaptation Gap: What 12,000 Years of Technological Change Tell Us About AI
ChatGPT reached 100 million users in about two months. Institutions move on a slower clock. What 12,000 years of that gap say about AI.
Tagged
Macro
AI & Tech
Everything we trade is an argument about electrons
For two hundred years, every abstraction stacked on top of the economy was a wrapper around the same scarcity. The wrapper is cracking.
Macro & Markets
America’s Debt Crisis: The Financial Abyss
America’s federal debt surged 50% in five years to $34.1 trillion. The interest payment crisis, the zero-rate hangover, and what it means for the economy.
Crypto & Web3
The Crypto Voter: A New Political Demographic in 2024
Crypto holders are becoming a voting bloc in the 2024 US election. Who they are, where they live, and why ETFs and swing states matter.
Gaming
Gaming in 2023: Mobile’s Shifting Battle
Mobile still leads games revenue, but its growth went negative for the first time. What that means for mobile, PC and console in 2023.
Macro & Markets
Macro Monday: Web3 and the Supply Chain
How the global supply chain got here, what’s changing, and why Web3 games could give workers in developing economies a well-paid kind of digital work.
