Archive
2026
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Vol. I, No. 3 ·
- Student founders Most founders should not drop out
- WeWork Out of office
- Campuses close Universities must itemise their bill
- Foreign students and America America should keep its foreign students
- Quibi Quibi never asked its audience
- Retail trading Short changed
- NFTs and ownership An NFT buys a receipt, not a picture
- Archegos and the banks Margin for error
- SPACs and the SEC Let the SPAC boom cool
- Coinbase’s listing Going direct
- Venture capital The venture boom rests on cheap money
- Rivian’s listing Rivian’s investors are buying a story
- Algorithmic stablecoins Stablecoins should hold the dollar they promise
- FTX Token gesture
- ChatGPT in schools Schools should teach ChatGPT, not ban it
- Skipping university A degree is still the better bet
- Silicon Valley Bank A run for their money
- Student loans and the courts Congress should fix student lending
- Instacart’s IPO The IPO window opens, at a price
- Bitcoin ETFs The SEC should own its bitcoin decision
- Reddit’s IPO Reddit lets users in, not in charge
- California’s school phones California’s phone rule goes far enough
- Australia’s social-media ban Australia’s teen ban came too soon
- Thiel Fellowship Students are right to stay on campus
- Initial public offerings Bankers still cannot price startups
- AI and young workers Too early to regulate AI over jobs
- Klarna and credit Klarna is a lender after all
- Teens and chatbots Chatbot homework is not a cheating epidemic
- Anysphere and Cursor Cursor’s moat was thin
- Prediction markets Kalshi’s age limit misses the point
- AI side hustles Selling the shovels
- Teen fintech Teen banking apps buy future customers
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Vol. I, No. 2 ·
- Huawei and TSMC America’s chip weapon wears out with use
- Section 230 Trump cannot rewrite Section 230 by order
- AMD and Xilinx Let AMD buy Xilinx
- Nvidia and Arm Arm’s length
- The CHIPS Act Pay for fabs, then stop
- Export controls The silicon curtain
- Meta and EU data transfers A fine mess
- Nvidia Nvidia does not own the AI boom
- Europe’s Digital Markets Act Judge the DMA by rivals’ gains
- Arm’s flotation Arm is fairly priced but lopsided
- Biden and artificial intelligence Biden’s AI order is half right
- Pranjali Awasthi Delv.AI has a story, not yet a business
- Europe’s AI Act Europe legislates ahead of the products
- America and TikTok Write rules for all foreign apps
- AI and electricity Make data centres buy their own power
- California and AI regulation Newsom was right to veto SB 1047
- OpenAI’s funding round OpenAI’s investors pay up and hedge
- Intel’s chief executive Intel’s board should split the firm
- Stargate and AI spending Judge Stargate by what gets built
- DeepSeek and Nvidia Less is Moore
- TSMC in Arizona Count the wafers, not the pledges
- CoreWeave and the AI-cloud trade CoreWeave tests the AI-cloud business
- Young Americans and crypto Crypto is a young man’s hobby
- Roy Lee and Cluely Blame the technical interview, not the student
- Meme coins and the young Meme-coin platforms win, launchers lose
- America’s stablecoin law America’s stablecoin bargain is sound
- Chips and China Duty free
- Intel and the state Government inside
- The H-1B fee Ration H-1B visas by wage, not fee
- Nexperia and the state Dutch courage
- Teenage app builders AI apps build habits, not businesses
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Vol. I, No. 1 ·
- Facebook’s Libra Make Libra obey the money rules
- Microsoft and OpenAI Microsoft’s OpenAI bet is a cloud order
- Transatlantic data America should change its surveillance law
- America v Google Feeling lucky
- Salesforce and Slack Let Salesforce buy Slack
- Gitanjali Rao Gitanjali Rao’s method is the lesson
- America v Facebook Face value
- Platform power Deplatforming needs rules and an appeal
- Amazon’s succession Amazon’s succession follows the money
- Young retail traders Look at the app, not the teenager
- Australia v Facebook Copy Australia’s leverage, not its law
- Privacy and power Apple should obey its own privacy rule
- Lina Khan at the FTC Lina Khan should enforce the law first
- Epic v Apple Steering committee
- The Digital Markets Act Europe should demand choice, not designs
- Broadcom and VMware VMware’s customers will pay for Broadcom
- Twitter and Elon Musk No owner can fix Twitter’s business
- America v Microsoft Make Microsoft share Call of Duty
- America v Google, again Break up Google’s ad exchange
- Meta’s year of efficiency Meta’s efficiency still lacks a purpose
- America v Amazon Prime suspect
- OpenAI’s governance A charity cannot steer OpenAI
- Epic v Google Open the Play Store to rivals
- Microsoft’s market value Microsoft’s valuation rests on a chatbot
- Acqui-hires and merger review Review acqui-hires as mergers
- America v Apple Target Apple’s tolls, not its phone
- Alphabet’s capital return Alphabet’s cash outgrew its ideas
- Alexandr Wang Scale AI runs on human labour
- The CrowdStrike outage Blue screen of debt
- Teen spending Teenage tastes barely change
- Finfluencers Pursue the firms that pay finfluencers
- America v Google Spare the Chrome