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S-1
Personal blog · taikhooms.substack.combusinesseconomics
S-1 is a personal blog at taikhooms.substack.com about business and economics. Since 2026, 3 different Hacker News readers have linked it 10 times. It is still writing: the last post was on 2026-10-21, and you can follow it by feed.
An art gallery of business strategy - past, present, and most importantly, the future.
What Hacker News says?
The problem is all these new labs don't have any competitive advanatge amongst each other, talent can only take one so far, though Jeff is a legend no doubt. Models are commodities the applications eg. BaseTen, OpenRouter should capture the value. https://taikhooms.substack.com/p/why-openrouter-can-be-the-n...
Comment linking /p/why-openrouter-can-be-the-next-great?r=2pgab7
on “Discovery Loop”Submitted Nintendo Should Stop Selling Consoles as a story · 2 points
HN discussionYes the capital cycle repeats - https://taikhooms.substack.com/p/the-capital-cycle-theory?r=...
Comment linking /p/the-capital-cycle-theory?r=2pgab7
on “Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the AI Bubble?”Submitted Waymo should be afraid of Uber as a story · 2 points
HN discussionhttps://taikhooms.substack.com/p/why-openrouter-can-be-the-n...
Comment linking /p/why-openrouter-can-be-the-next-great?r=2pgab7
on “Stripe in talks to buy OpenRouter for ~10B”Submitted Ben Thompson Is Incorrect, there is indeed a bubble as a story · 1 points
HN discussionDisagree; regardless of the hardware change, Apple will release its take, and people will continue to use it. I write about the dynamic of a double-sided lock-in here: https://taikhooms.substack.com/p/apple-has-the-lowest-disrup... Definitely love Clayton's work though, happy to connect - so.taikhoomcb@gmail.com
Comment linking /p/apple-has-the-lowest-disruption-risk?r=2pgab7
on “Ask HN: Can Apple Ever Be Disrputed?”Submitted Why OpenRouter can be the next great platform as a story · 1 points
HN discussionNo on smartphones while Apple's market share by revenue is like 20 ish %, they have like 80% of the industry's profits. If you're interested in the specific dynamic, check this out - https://taikhooms.substack.com/p/apple-has-the-lowest-disrup...
Comment linking /p/apple-has-the-lowest-disruption-risk?r=2pgab7
on “Ask HN: Can Apple Ever Be Disrputed?”Yes I agree I write about the capital cycle in depth on my stack https://taikhooms.substack.com/
Comment linking /
on “The World Is to Focused on Quarterly Earnings”