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Ideas & Analysis

Long-form pieces that step back from the news cycle to ask why we keep getting things wrong, what historical analogies actually fit, and which mental models hold up under pressure.

5 issues in this topic


AnalysisSeptember 30, 2025 · 5 min read
Why Economic Forecasts Are Almost Always Wrong (and Still Useful)

The track record of professional economic forecasting is, charitably, poor. The IMF didn't forecast the 2008 financial crisis. The Fed didn't forecast the 2021-

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AnalysisSeptember 23, 2025 · 5 min read
The Hidden Cost of Risk Aversion in Corporate Strategy

Corporate risk aversion is treated as prudent management. It's celebrated in proxy statements and praised by ratings agencies. But there is a cost to excessive

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AnalysisSeptember 16, 2025 · 5 min read
How Network Effects Actually Work (and When They Don't)

Network effects are the most invoked concept in technology investment, and the most frequently misunderstood. Every pitch deck claims them. Very few businesses

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AnalysisSeptember 9, 2025 · 5 min read
What History Tells Us About Technology and Inequality

Every major general-purpose technology in history, the printing press, steam power, electrification, computing, has been followed by claims that it would either

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AnalysisSeptember 2, 2025 · 5 min read
The Case for Thinking in Decades, Not Quarters

Quarterly earnings cycles, annual performance reviews, political election cycles: almost every institutional structure in modern organizational life pushes towa

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