Can Someone Explain...
Ethan TremblayA journal of modern systems behaving badly.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 62 | Founded | 6 months ago | Last Issue | 7 days ago |
| Active | |||||
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ethantremblay.substack.comLatest Issues
Morgan Stanley Is Reconsidering the Boundaries of SpaceX
SpaceX began trading publicly on June 12, 2026
Thirty-two days later, on July 14, I published Heartbeat Monopoly.
I wrote:
“The current valuation of SpaceX—while nominally in the trillions—is fundamentally a math error.”
My argument was...
I Was Reasonably Specific.
On April 5, 2026, at 4:18 a.m., I published:
“The End of Marketing”
“Why the Old Playbook Stopped Working and What Replaced It.”
I opened with this:
“Can someone explain why we still call this ‘marketing’? The tools changed. The mechani...
The 4COP Time Bomb: Six Months Later.
m
Six months ago, I wrote that reality would eventually assert itself.
It has.
The percentage of Americans who drink alcohol is now tied for the lowest level Gallup has recorded since 1939.
Florida is making more quota licenses availabl...
Former Media Giant Getty Images (GETY) Learned About FAFO.
That’s what you got when you googled Getty Images - Estelle Getty and Geddy Lee talking baseball over tea on the set of Golden Girls. Back when the internet was just for carnival type fun, gambling, and research.
The next image is what I...
“That’s just like your depreciation schedule, man.”
On July 29, I wrote my article “Outsourcing Coordination to Starlink.”
Illustrative of the velocity with which SpaceX operates—and seems to generate updates twice a day—the list aged out in a matter of days.
The piece began:
“Starlink ap...
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The writers behind this newsletter.
"The man who turns back soonest is the most progressive man." - C.S. Lewis I write about modern systems behaving badly-and the places where the story no longer matches the reality.
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