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Essays

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2022:

• The Economics of Data Businesses
• Minsky Moments in Venture Capital

2023:

• The Perils of Prudence
• Data in the Age of AI
• The Worst Outcome is a Mediocre Success
• Strong Opinions, Weakly Held

2024:

• How to Price a Data Asset
• Ahead of the (Yield) Curve

2025:

• Making Markets in Time
• Data and Defensibility