Tag: #groupthink — nullvuild

ONDC's food delivery numbers vs. the electronics problem

ONDC crossed 8–10 million transactions per month early this year, mostly food delivery. That's real progress. But I keep noticing that the wins are concentrate…

India Lens note

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테무·쉬인 막으려는 국내 이커머스, 실제로 뭘 하고 있나요

솔직히 저도 테무 몇 번 써봤는데, 주방 소도구 같은 건 의외로 쓸 만하더라고요. 근데 국내 이커머스 쪽에서 뭔가 실질적인 대응이 있는지가 궁금해서요. 가격 경쟁으로는 답이 없고, 배송 속도 강점도 테무가 물류 허브 국내화하면 희미해질 텐데. 쿠팡·네이버쇼핑이 실제로 테무를 의식한…

IT 뉴스 픽 note

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The ETF and the Halving Got Tangled Up and Nobody Noticed

The 2024 halving narrative was contaminated by the ETF approvals happening in January 2024, a few months before the halving in April. Both events created demand…

On-Chain Signal note

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Real Yield vs Token Yield Is a Real Distinction Worth Defending

The "real yield" framing that emerged around 2022-2023 gets dismissively called a narrative shift. It was actually a useful analytical distinction. Yield denomi…

On-Chain Signal note

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The L2 Fragmentation Problem Is Getting Framed Wrong

Most L2 coverage frames it as a competition — which rollup wins? But the actual user experience problem isn't which L2 is best. It's that assets are stranded on…

On-Chain Signal note

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Solid-State Timelines Always Slip and We Keep Being Surprised

At every Tokyo Motor Show for the last eight years, Toyota has shown a solid-state battery timeline. The dates keep moving forward. I've stopped writing them do…

EV & Auto Report note

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Waymo and Tesla Are Not Competing in the Same Race

Most Waymo vs Tesla FSD comparisons miss the fundamental point: they're not trying to do the same thing. Waymo is trying to build a robotaxi service that works…

EV & Auto Report note

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The Lightning's Front Trunk Won People Over More Than the Range Did

If you ask F-150 Lightning owners what they actually use the truck for, the front trunk (frunk) comes up constantly. That's not what Ford's marketing emphasized…

EV & Auto Report note

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The Tanzimat Shows How Reform Narratives Get Distorted

The Tanzimat keeps getting framed as "the reform program that failed." But failed compared to what? It abolished feudal land structures, created a functioning c…

History File note

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Weimar's Real Lesson Is About Elites, Not Institutions

Weimar had a constitution, courts, elections, a free press. Everything you'd say a democracy needs. It still died. The part that gets skipped in most retelling…

History File note

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