Writing — 61+ essays & columns
Essays & columns
The economics of AGI and digital money — Forbes columns, Substack essays, and occasional long arguments.
2026
10.06 ESSAY So Long and Thanks for All the Weights SUBSTACK 
10.02 ESSAY AI Is Making Verification the Bottleneck for Companies HBR 
Aug 2026 ESSAY No, Anthropic Won’t Be the Only Company Left FWD FUTURE 
Aug 2026 ESSAY Some Simple Economics of Open versus Closed AI A16Z 
08.07 ESSAY Surviving the AI Moatpocalypse SUBSTACK 
Jul 2026 COLUMN Don’t Pace The Frontier. Look Inside The Trojan Horse. FORBES 
Jul 2026 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 Every Fintech Has an AI Question. Many Are Asking the Wrong One KOREA HERALD 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 
10.02 ESSAY AI Is Making Verification the Bottleneck for Companies HBR Aug 2026 ESSAY No, Anthropic Won’t Be the Only Company Left FWD FUTURE Aug 2026 ESSAY Some Simple Economics of Open versus Closed AI A16Z 08.07 ESSAY Surviving the AI Moatpocalypse SUBSTACK Jul 2026 COLUMN Don’t Pace The Frontier. Look Inside The Trojan Horse. FORBES Jul 2026 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 Every Fintech Has an AI Question. Many Are Asking the Wrong One KOREA HERALD 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
