Essays & Thoughts
Writing
Notes on macroeconomics, internet businesses, technology policy, and what the next decade builds. Written slowly, edited repeatedly.
2 essays
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Macro · Internet
Peak Internet?
Have we hit the limit of consumer innovation driven by mobile and cheap data? A look at YC trends, the deeptech pivot, cold-war-like forces pulling talent from FAANG — and why I remain an eternal internet bull despite all of it.
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Macro · Startups
What's Gonna Be Undone?
Quantitative easing built business models that free money made possible — from cab aggregators to quick commerce to edtech. As the Fed undoes QE and rates rise, which of the last decade's internet companies actually survive without the subsidy?
More essays in progress...
On AI agents · India's next decade · Software supply chains