SVB and the Wealth Creation Flywheel

When is a depositor not just a depositor | Continue reading


@readmargins.com | 1 year ago

Fad or Trend

Reflecting on 2 years worth of hype while building a startup | Continue reading


@readmargins.com | 1 year ago

Alexa, what happened?

Sometimes innovation just ain't enough | Continue reading


@readmargins.com | 1 year ago

Google vs. ChatGPT told by aglio e olio

I hate monopolies and welcome our AI overlords | Continue reading


@readmargins.com | 1 year ago

FTX and How to Lose Money

The Dong, Shitcoins, and SBF | Continue reading


@readmargins.com | 1 year ago

Shein and the Tech Cold War

Algorithmic tweaks and clothing as trash | Continue reading


@readmargins.com | 1 year ago

Why are maps so hard to make?

Announcing Felt's public launch and $15M Series A. Maps are fun now! Margins is back!  | Continue reading


@readmargins.com | 1 year ago

Late Stage Prisoners Dilemma

Tigers and hedge fund hotel parties | Continue reading


@readmargins.com | 1 year ago

Elon's Giant Package

A mini-grand theory on what he's up to with Twitter | Continue reading


@readmargins.com | 2 years ago

9.2% and the Master of Twitter

13Ds, Gs, and the SEC | Continue reading


@readmargins.com | 2 years ago

Robinhood and Democracy Promotion

Opening up the IPO club | Continue reading


@readmargins.com | 2 years ago

Who is Web3 Really Good for?

Math is hard, let's go shopping | Continue reading


@readmargins.com | 2 years ago

Peloton, Valuations, and Innovation

Stock prices and strategies | Continue reading


@readmargins.com | 2 years ago

The Teenager Economy

"I hate you! You don't understand me!" | Continue reading


@readmargins.com | 2 years ago

Memestocks and Reddit redesigns

"You may be interested in...." | Continue reading


@readmargins.com | 2 years ago

Advertising Stagflation

Its the 1970s for digital marketers | Continue reading


@readmargins.com | 2 years ago

DoorDash and Pizza Arbitrage

There is such a thing as a free lunch | Continue reading


@readmargins.com | 2 years ago

Ape Armies and Investor Relations

A boomer no-pants Zoom and 💎🙌 | Continue reading


@readmargins.com | 2 years ago

Grift is Good

Greed is so 1980s | Continue reading


@readmargins.com | 2 years ago

Cathie Wood and Content Strategy

Downloadable spreadsheets and media hacking | Continue reading


@readmargins.com | 3 years ago

Bitcoin and Buying Things

Here's to the risk managers, not the risk takers. | Continue reading


@readmargins.com | 3 years ago

Who Gets a Slice of Apple’s Pie?

A Discussion of Tech Platform Antitrust | Continue reading


@readmargins.com | 3 years ago

Joke Capital

GameStop Populism and the Desire for Narrative | Continue reading


@readmargins.com | 3 years ago

Game. Stop.

It's not what you think. | Continue reading


@readmargins.com | 3 years ago

Everything is content now

But what exactly is content? | Continue reading


@readmargins.com | 3 years ago

Goodbye 2010s: techno-optimism edition

A dose of optimism cloaked in Kardashians and Musks. | Continue reading


@readmargins.com | 3 years ago

Farewell to the Frictionless President

Welcome sanity | Continue reading


@readmargins.com | 3 years ago

The first phygital coup

Twitter is really, really real life | Continue reading


@readmargins.com | 3 years ago

Silicon Valley's China Envy

Not for the right reasons... | Continue reading


@readmargins.com | 3 years ago

Quarantine Consumerism Cliché Gift Guide

We are sorry not sorry! | Continue reading


@readmargins.com | 3 years ago

☁️Do clouds pay taxes?

Where is a tech company really based? | Continue reading


@readmargins.com | 3 years ago

Exasperated Exuberance

How's it all gonna end? | Continue reading


@readmargins.com | 3 years ago

Twitter's Fleeting Product Roadmap

This entire post should have been a fleet. | Continue reading


@readmargins.com | 3 years ago

Chinese Chicken Fingers 🐓 and the American Dream 🇺🇸

Happy Thanksgiving! | Continue reading


@readmargins.com | 3 years ago

Substack got lucky, and so did Margins

The Crying of Lot Substack | Continue reading


@readmargins.com | 3 years ago

DoorDash and Societal Arbitrage

$8 pizza profits were nothing compared to the real trade | Continue reading


@readmargins.com | 3 years ago

Technology for Humans

It's OK to have governments | Continue reading


@readmargins.com | 3 years ago

Facebook is censoring me

and most of you too. | Continue reading


@readmargins.com | 3 years ago

Brave New Facebook

Here come the Democrats | Continue reading


@readmargins.com | 3 years ago

Thinking and Feeling - How to read the news

Did that subject line already bore you? | Continue reading


@readmargins.com | 3 years ago

All politics is bad, says Coinbase

Why is everyone in crypto so...weird? | Continue reading


@readmargins.com | 3 years ago

TikTok and the new American capitalism

Business norms, shattered. | Continue reading


@readmargins.com | 3 years ago

Links on the Margins — September 11th

Fire Sky, Singapore, Guitars, Chumbox, and 9/11 | Continue reading


@readmargins.com | 3 years ago

SoftBank, Robinhood and a Margins Singularity

It was Masa the whole time! | Continue reading


@readmargins.com | 3 years ago

Lobster Links on the Margins - Sept 4th

With a side of QAnon, Saudi Princes and Chicken Deboning. | Continue reading


@readmargins.com | 3 years ago

Facebook, The PR Firm

What happens when PR eats the world? | Continue reading


@readmargins.com | 3 years ago

Links on the Margins — August 27th

GPT-3, The California Apocalypse, Better Calendars, and TikTok | Continue reading


@readmargins.com | 3 years ago

Is WFH affecting the S&P?

K-shaped cashflows | Continue reading


@readmargins.com | 3 years ago