#research · 7
2026
July
June
—
Network Effects: Why the Biggest Network Beats the Best Product
—
Build or Buy: the Crossover Hiding Under a Business-School Checklist
—
Why the Average Is a Lie: Ergodicity and the Game That Bankrupts Everyone
—
Why the Hundredth Cake Costs Less: Marginal Cost, Scale, and Sunk Cost
—
Kelly Criterion: How Much to Bet When You Think You Have an Edge