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JB

Investor, collector, thinker, occasional writer.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues29Founded9 months agoLast Issue2 months ago
Active

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Latest Issues

The AI bubble numbers - “too big to fail”

If you want a simple explanation for what is happening between AI and the American economy right now, it is this. The most expensive build-out in corporate history is being financed against a return not in sight, sold on the promise of pric...

2 months ago
3
1

The Neo-Cypherpunk Crossroads

This is the concluding part to what has become (in writing it) The Neo-Cypherpunk Series.

Four pieces precede this one. Crypto, Getting Back to Cypherpunk positioned crypto’s potential to the mission of sovereignty by reconciling the trini...

4 months ago
7

There are no credibly neutral protocols in crypto. So pick a politics, to pick a market 🏴‍☠️

As I’ve covered in previous articles The Westphalian order is failing visibly, on every front, all at once. The universalist post Cold War assumption — that a set of global protocols could rise above sovereigns and let individuals and compa...

4 months ago
6
2

The Sovereignty Ladder: From Bitcoin to Civilisation-in-a-Box

Earlier this year, in Crypto, Getting Back to Cypherpunk, I argued that the cypherpunk tradition was the best intellectual response to a fragmenting institutional order — and that the Cypherpunk Trinity (Individual, Market, Collective) was...

4 months ago
4

Decomposing The Firm ~ Starting With Mine!

Every firm, every institution, every system you’ve ever built is a bundle. A bundle of knowledge, skills, processes, and relationships — legible only to the humans inside it.

The limit to that legibility is about to end.

AI agents are alr...

6 months ago
8
7

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    Investing in the Post Web, AI & Atoms

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