The Hidden Payload of the SpaceX IPOsoftcurrency.substack.com2 points·by econgradstud·в прошлом месяце·0 comments
Wargaming the Hormuz Crisis: Deterrence vs. Recessionsoftcurrency.substack.com2 points·by econgradstud·3 месяца назад·0 comments
The Inverse Law of Capital: The best way to kill a game studio is give it $250Msoftcurrency.substack.com2 points·by econgradstud·4 месяца назад·1 comments
Microsoft Is Stress-Testing the Agentic AI Bubble in Its Own Gaming Divisionsoftcurrency.substack.com5 points·by econgradstud·4 месяца назад·4 comments
The Dangerous Economics of Walk-Away Wealth in the AI Talent Warsoftcurrency.substack.com3 points·by econgradstud·5 месяцев назад·0 comments
econgradstud·4 месяца назад·discussAuthor here (a former Activision and Microsoft Sr. Director): A case study in corporate self-surgery by the world's most professionalized AI company