Writing — 54+ essays & columns
Essays & columns
The economics of AGI and digital money — Forbes columns, Substack essays, and occasional long arguments.
2026
07.24 COLUMN You Can't Tariff Intelligence FORBES
Jul 2026 COLUMN There’s One Way To Win The AI Race, And The Big Labs Are Lobbying Against It FORBES
06.30 COLUMN Why An Open Standard Will Win The Stablecoin Race FORBES
06.27 ESSAY Intelligence Wants to Be Free SUBSTACK
06.16 COLUMN Nadella’s Test: What’s Left When The AI Model Is Pulled? FORBES
06.11 COLUMN The Moral Of Fable FORBES
06.10 ESSAY Where Self-Improving AI is the Beginning of Infinity (And Where It Hits a Wall) SUBSTACK
06.02 ESSAY Bot Chargebacks, Voyages, and AI Liability KOREA HERALD
04.20 COLUMN The Banks Would Like To Dye Your Stablecoins Pink FORBES
04.18 ESSAY Agents Are Starting to Operate Real Systems — Who’s Actually in Control? A16Z
03.19 ESSAY Software Eats the Brokerage SUBSTACK
03.18 COLUMN Babysitting The Slop FORBES
03.10 COLUMN Software Eats The Brokerage—AI Lowers Cost, Crypto Makes It Verifiable FORBES
Jan 2026 ESSAY The Most Valuable AI Tool in Fintech Isn't an LLM… It's a Banking Charter CPI
Winter 2026 ESSAY What Stablecoin Regulation Means for Business MIT SMR
Jul 2026 COLUMN There’s One Way To Win The AI Race, And The Big Labs Are Lobbying Against It FORBES
06.30 COLUMN Why An Open Standard Will Win The Stablecoin Race FORBES
06.27 ESSAY Intelligence Wants to Be Free SUBSTACK
06.16 COLUMN Nadella’s Test: What’s Left When The AI Model Is Pulled? FORBES
06.11 COLUMN The Moral Of Fable FORBES
06.10 ESSAY Where Self-Improving AI is the Beginning of Infinity (And Where It Hits a Wall) SUBSTACK
06.02 ESSAY Bot Chargebacks, Voyages, and AI Liability KOREA HERALD
04.20 COLUMN The Banks Would Like To Dye Your Stablecoins Pink FORBES
04.18 ESSAY Agents Are Starting to Operate Real Systems — Who’s Actually in Control? A16Z
03.19 ESSAY Software Eats the Brokerage SUBSTACK
03.18 COLUMN Babysitting The Slop FORBES
03.10 COLUMN Software Eats The Brokerage—AI Lowers Cost, Crypto Makes It Verifiable FORBES
Jan 2026 ESSAY The Most Valuable AI Tool in Fintech Isn't an LLM… It's a Banking Charter CPI
Winter 2026 ESSAY What Stablecoin Regulation Means for Business MIT SMR
2025
12.17 COLUMN How Banks Learned To Stop Worrying And Love Stablecoins FORBES
12.12 COLUMN Crypto Is Ready To Be Boring Now FORBES
11.18 ESSAY The Trillion-Dollar Battle for Money’s Operating System KOREA HERALD
Sep 2025 ESSAY The Unwitting Kingmaker: Why Washington’s GENIUS Act Could Accidentally Crown a Stablecoin Superpower CPI
09.05 COLUMN Stripe’s Tempo And The Ghost Of Facebook’s Libra’s Past FORBES
Sep 2025 ESSAY Does Bitcoin Belong on Your Balance Sheet? HBR
08.20 COLUMN Economists Are Still Puzzled By Bitcoin—Should Anyone Be? FORBES
08.11 COLUMN Stripe Is Building A Blockchain: Can Openness Survive Branded Rails? FORBES
2025 ESSAY Washington’s New Stablecoin Law Has a 19th-Century Flaw LIGHTSPARK
2025 ESSAY Can Crypto Go Mainstream Without Losing Its Soul? LIGHTSPARK
Jun 2025 ESSAY What Gets Measured, AI Will Automate HBR
05.01 COLUMN What Everyone Gets Wrong About Crypto Adoption FORBES
04.29 COLUMN The Stablecoin Wars FORBES
04.11 COLUMN With Dollar Hegemony At Risk, Could This Be Crypto’s Moment? FORBES
03.06 COLUMN Trump’s Strategic Bitcoin Reserve: Balancing Crypto And Dollar Dominance FORBES
02.06 COLUMN Bitcoin Reserves Won’t Secure America’s Future—Only A Platform Play Will FORBES
01.16 COLUMN The Internet Of Money Wants To Be Free FORBES
2025 ESSAY Should the United States Implement a Bitcoin Strategic Reserve? A16Z
12.12 COLUMN Crypto Is Ready To Be Boring Now FORBES
11.18 ESSAY The Trillion-Dollar Battle for Money’s Operating System KOREA HERALD
Sep 2025 ESSAY The Unwitting Kingmaker: Why Washington’s GENIUS Act Could Accidentally Crown a Stablecoin Superpower CPI
09.05 COLUMN Stripe’s Tempo And The Ghost Of Facebook’s Libra’s Past FORBES
Sep 2025 ESSAY Does Bitcoin Belong on Your Balance Sheet? HBR
08.20 COLUMN Economists Are Still Puzzled By Bitcoin—Should Anyone Be? FORBES
08.11 COLUMN Stripe Is Building A Blockchain: Can Openness Survive Branded Rails? FORBES
2025 ESSAY Washington’s New Stablecoin Law Has a 19th-Century Flaw LIGHTSPARK
2025 ESSAY Can Crypto Go Mainstream Without Losing Its Soul? LIGHTSPARK
Jun 2025 ESSAY What Gets Measured, AI Will Automate HBR
05.01 COLUMN What Everyone Gets Wrong About Crypto Adoption FORBES
04.29 COLUMN The Stablecoin Wars FORBES
04.11 COLUMN With Dollar Hegemony At Risk, Could This Be Crypto’s Moment? FORBES
03.06 COLUMN Trump’s Strategic Bitcoin Reserve: Balancing Crypto And Dollar Dominance FORBES
02.06 COLUMN Bitcoin Reserves Won’t Secure America’s Future—Only A Platform Play Will FORBES
01.16 COLUMN The Internet Of Money Wants To Be Free FORBES
2025 ESSAY Should the United States Implement a Bitcoin Strategic Reserve? A16Z
2024
12.19 COLUMN Can Crypto’s Scarcity Tame AI’s Infinite Abundance? FORBES
11.26 COLUMN Decentralizing AI—Big Dreams, Bigger Hype? FORBES
11.01 COLUMN Why Everyone Is Wrong About Stablecoins FORBES
Sep 2024 ESSAY Crypto Policy Needs to Empower Builders, Not Speculators PROJ SYND
08.29 COLUMN How The SEC’s Attack On NFTs Harms Creators FORBES
08.28 COLUMN Why Big Tech Can’t Solve The Content Moderation Problem FORBES
Aug 2024 ESSAY The Race to Dominate Stablecoins HBR
Jul 2024 ESSAY Are Stablecoins Winner-Take-All? CPI
04.18 COLUMN Forget Antitrust, Regulate To Let Tech Disrupt Itself FORBES
02.19 COLUMN Is Crypto’s Killer App Finally Here? FORBES
11.26 COLUMN Decentralizing AI—Big Dreams, Bigger Hype? FORBES
11.01 COLUMN Why Everyone Is Wrong About Stablecoins FORBES
Sep 2024 ESSAY Crypto Policy Needs to Empower Builders, Not Speculators PROJ SYND
08.29 COLUMN How The SEC’s Attack On NFTs Harms Creators FORBES
08.28 COLUMN Why Big Tech Can’t Solve The Content Moderation Problem FORBES
Aug 2024 ESSAY The Race to Dominate Stablecoins HBR
Jul 2024 ESSAY Are Stablecoins Winner-Take-All? CPI
04.18 COLUMN Forget Antitrust, Regulate To Let Tech Disrupt Itself FORBES
02.19 COLUMN Is Crypto’s Killer App Finally Here? FORBES
2023
2022
2021