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Playing With Unicorns

Mar 23, 2026

It’s been a year since my last Ask Me Anything session. A lot has happened since then across AI, marketplaces, macro, and the broader tech ecosystem.
Here are the questions we covered:

·      4:22 Why does AI feel so widely feared or disliked right now?

·      8:48 Why is AI driving massive progress while politics...


Mar 9, 2026

Over the past few weeks, a growing narrative has emerged arguing that AI could destabilize the economy and disrupt entire business models. Last week, I published my view that AI is far more likely to be a productivity revolution than an economic collapse.

But what does this mean specifically for marketplaces?


Many...