Dror Poleg's Newsletter Archive
Zucked and Musked
The first-order effect of remote work is emptier offices. The second-order effect is leaner companies. The third-order effect is more inequality and opportunity.
Why Inequality is Efficient
The physical and cultural constraints that gave rise to a normal income distribution are losing their power. The difference between highway and airline networks explains why.
The Middle Class Is Dead. Long Live the Long Tail Class.
A networked, creative economy cannot produce a normal distribution of income. Our focus should shift to providing a minimum-viable lifestyle to a growing long-tail class. Cities have a critical role to play in that process.
Cities are Instagram
As they grow, networks become more efficient and less egalitarian. The process explains a lot about where we are — and where we're headed.
Housing Is the New Office
Can an oversupply of offices create an oversupply of housing? (Generally, no. Occasionally, yes.)
Airbnb is WeWork
You can change a giant market even if you don't control it.
Airbnb's Double Disruption
Airbnb is a housing company. Always has been. Landlords, property managers, and brokers should start paying attention.
Kanye Capitalism
Investors will put up with as much as they can for as long as they can.
How To Speak Venture
A letter from FTX's most conservative investor explains why they'll do it again.
Financial Hits and Misses
In a complex world, success only makes sense after it happens.
Reasonable FOMO
A more competitive market means a stronger need for unsustainable incentives and more "dumb" bets by smart investors. Here's how to make the most of it.
Don't read. Listen.
I am traveling this week, so no long newsletter. But I wanted to let you know that some of my recent articles are now available in audio format. Instead of reading, you can listen. I am reviving my old podcast and will post all audio versions there. Below are a
Outsourcing Volatility
Over time, creative destruction becomes faster, less predictable, and harder to contain.
The Vader Paradox
The more new content there is, the more likely we are to consume old content.
The Race Between Complexity and Control
A networked world is a less predictable world. There are ways to make it more predictable. But you're not going to like them.
The Ant That Went to Mars
Humanity is becoming an online species. As a result, we'll become crazier than ever. Our survival depends on it.
Still In Praise of Ponzis
The bubble has popped, but pyramid schemes are more important than ever. If you want customers to notice you, you'll have to play along.
Remote Work: Facts and Fiction
Last week, I hosted a live discussion with Stanford University Professor Nick Bloom. Nick has been mapping the evolution of remote work for two decades. An Economics Professor at Stanford University, his research paints a detailed and methodical picture of where and how people are working, how productive they are,
Drops: Zero-China, Elon's Headache, Remote Work, and Generative Content
Quick takes on tweets, articles, and books I've been reading.
The Rise of Synthetic Ideology
Technology was always good at spreading bad ideas. Now, it is starting to produce them directly.
