Hating

NYC is MID

Observations after one Week in New York City.

Feb 18, 2026

eBay - Short the User Experience, Long the Stock?

eBay is posting record quarters while systematically destroying user engagement. The platform is dying from the inside while looking healthy on a spreadsheet. Here's the long-dated short thesis.

Nov 14, 2025

Crashing an AI Promo Event

What to ask before buying into an AI agent platform

Nov 9, 2025