Essays

• 2026On Data Quality
• 2025Making Markets in Time
• Data and Defensibility
• 2024How to Price a Data Asset
• Ahead of the (Yield) Curve
• 2023The Perils of Prudence
• Data in the Age of AI
• 2022The Economics of Data Businesses
• Minsky Moments in Venture Capital

Older Writing

• Zakir
• The Accidental Investor
• Why Can’t We Build?
• Japan

Threads

I like the form factor of Twitter (now X) threads for the discipline and concision they enforce, but I’m not a fan of their ephemerality. So I’ve created a more permanent home for a few of my favourites:

• Invasion!
• Alfred Winslow Jones
• Silk Ties and Suckers
• Aliens Among Us
• Three Decades of Bond Arbitrage
• Failure Modes
• Software Eats Marxism
• Data Pricing Curves
• Explaining Rentec’s Returns