The Breakdown Newsletter
There are a total of 81 articles associated with The Breakdown Newsletter.

Uber raised fares. Disney ignored costs. Linux gave everything away. Which model should Ethereum follow?
by Byron Gilliam /

Crypto finds fundamentals, Chanos books profits and prediction markets make trouble
by Byron Gilliam /

Gold is proof that belief sustained over millennia creates real value; crypto is hoping to take a shortcut
by Byron Gilliam /

Every transformational technology begins with utopian hopes, and then runs into the world as it is
by Byron Gilliam /

Airlines defend their rewards moat, Binance courts favor over breakfast, DAT fees pile up and systematic thinking
by Byron Gilliam /

A new quantum experiment shows that observation changes reality — but investors knew that already
by Byron Gilliam /

Some businesses run on low margins by choice. Others do it because they have no choice.
by Byron Gilliam /