Why Reddit will be fine, and Twitch won't

On the defensibility of social products

Google, ChatGPT, and Disruption Theory

Christensen and the meta-innovators dilemma

Why Selling to Creators is Hard: The Unholy Trinity

"Pay to Survive", a New Paradigm for Social Media

Thoughts on Meta Verified and the Platform Tax

The AI Barbell in Social Media

The Live Content Death Zone

A Brief History of Content on the Internet

Investing in beehiiv and the Invoice-Emotion Test

The Repetition Incentive on Content Platforms

The Death of the Creator (and Rebirth of the Creator Economy)

The Great Unbundling of Consumer-Social

Announcing Creator Ventures Fund 1