Territory of ideas
VINLAND
The long-form essays of the network, charted as territories. Eight regions, one canonical URL per essay, forever. New landfalls added as they're written; old pieces migrate in from the Substack with their permanent addresses.
The Friction Highlands
The founding high ground: what commerce loses when it optimises everything away.
Friction as Currency
Flagship · migrating inThe Seduction of Efficiency
From the SubstackSlowing Down to Go Fast
From the SubstackThe Marketplace Coast
Where the platforms wash ashore. eBay, Amazon, Temu, and everyone selling on somebody else’s land.
Everything You Think About Marketplaces Is… Almost Wrong
From the SubstackNot All Marketplaces Are Equal (And Some Shouldn’t Exist)
From the SubstackAn Underestimated Icon: eBay as Tai Fraser
From the SubstackThe Human Interior
The people carrying the industry: struggle, craft, and the strange dignity of the work.
They Went With Someone
Migrating inThe Joy of Putting the Work In
From the SubstackThe Cost of Caring
From the SubstackThe Regulatory Straits
Narrow waters, sudden rocks. Customs, tax, and the paperwork empires.
De Minimis: Week One
Commissioned · fast-trackInternational Growth is Sexy… Until the Tax Bill Arrives
From the SubstackMy United States of Whatever
From the SubstackThe Atlantic Channel
The crossing itself: how the US, UK, and EU keep misreading each other’s commerce.
WooCommerce and Shopify are the LBD of the EU
From the SubstackThe Amazon ↔ Ireland Meet Cute
From the SubstackThe UK Retail Index: Data and Delusion
From the SubstackThe Machine Frontier
Newly mapped territory. Agents, LLMs, and commerce’s favourite cause of and solution to all its problems.
To AI: The Cause of, and Solution to, All of Commerce’s Problems
From the SubstackLLMs Ate the Search Bar, Now What?
From the SubstackThe Agentic Sunrise
From the SubstackThe Payment Rivers
The money moves through every region. Consolidation, BNPL, and who owns the current.
The Great Consolidation
Commissioned · analysis existsWhat Does $238BN Buy You These Days?
From the SubstackShow Me the Money
From the SubstackThe Deep Time Ranges
Fables and geology. Stories that only make sense at the scale of canals, extinctions, and eras.