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Duration Under Constraint
Palantir’s workforce architecture and the compression of reinvestment velocity. Implications for global allocators in high-growth tech hubs.
Feb 19
•
Amanda Goodall
7
2
Walmart Without Workers
How the largest employer in America stopped hiring for growth
Feb 7
•
Amanda Goodall
25
1
10
Narrative Laundering
Workforce risks are real... and we are laundering the hell out of it.
Feb 6
•
Amanda Goodall
6
2
January 2026
Innovation is a Dirty Word
There are moments in a company’s lifecycle when nothing dramatic has to be announced for something significant to already be underway.
Jan 23
•
Amanda Goodall
5
5
Forget China vs. US: South Korea Owns the Execution Layer
Markets Are Finally Noticing
Jan 22
•
Amanda Goodall
1
5
The Senate Is Eliminating Jobs with their Emerging Tech Policy
The Labor Math Behind Emerging Tech Policy
Jan 12
•
Amanda Goodall
6
2
5
eVTOL Is Being Mispriced as Technology.
Archer - Joby... and why eVTOL Is Entering the Phase Where Headcount Becomes the Risk
Jan 12
•
Amanda Goodall
6
2
Architecture Over Autonomy
Inside the SDV Shift: Labor, Margins, and the Real Winners
Jan 10
•
Amanda Goodall
4
2
Quake III Arena Slaps Harder Than Ever... And It's Not Nostalgia.
Alexis Ohanian, Palmer Luckey, and the Return of RETRO Things That Actually Work
Jan 9
•
Amanda Goodall
6
3
Born in Captivity. About to Be Unleashed.
Washington's Plan to Win AI: Sacrifice Millions of Jobs to Feed the Machine
Jan 8
•
Amanda Goodall
4
1
3
The GLP-1 Revolution Will Destroy Millions of Jobs
GLP-1 Is Not JUST a Weight-Loss Drug. Physiological Disruption is real.
Jan 7
•
Amanda Goodall
1
3
1
What the Next Phase of Media, AI, and Monetization Actually Looks Like
Is Digital Hollywood Is Done Experimenting?
Jan 6
•
Amanda Goodall
4
3
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