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econgradstud

5 karma · joined January 28, 2026

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The Hidden Payload of the SpaceX IPO

softcurrency.substack.com·2 pts·econgradstud·
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Wargaming the Hormuz Crisis: Deterrence vs. Recession

softcurrency.substack.com·2 pts·econgradstud·
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The Inverse Law of Capital: The best way to kill a game studio is give it $250M

softcurrency.substack.com·2 pts·econgradstud·
1

Microsoft Is Stress-Testing the Agentic AI Bubble in Its Own Gaming Division

softcurrency.substack.com·5 pts·econgradstud·
4

The Dangerous Economics of Walk-Away Wealth in the AI Talent War

softcurrency.substack.com·3 pts·econgradstud·
0