27 posts

Tech

What the technology industry actually costs and who pays for it. The economics behind platforms, infrastructure, AI investment, and digital market power.

8 min read
The SpaceX IPO is the biggest in history. That's the problem.
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Jun 13, 2026 • Markets • Tech
9 min read
The SpaceX IPO that could move the entire market
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Jun 8, 2026 • Markets • Tech
9 min read
Why the ebike startup bubble burst - and who got burned
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Jun 8, 2026 • Markets • Tech
9 min read
The AI bill that nobody budgeted for
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Jun 6, 2026 • Tech • Markets
11 min read
Your index fund is about to buy SpaceX whether you like it or not
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Jun 6, 2026 • Tech • Markets
9 min read
Most companies are using AI. Almost none of it is working
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Jun 5, 2026 • Tech • Work
9 min read
Europe's banks are being told to patch faster - they can't use the tool that finds the holes
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Jun 3, 2026 • Tech • Markets
10 min read
How China's government bet on science - and won
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Jun 2, 2026 • Tech • Trade
9 min read
The man who called every bubble says AI is the next one
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Jun 2, 2026 • Markets • Tech
9 min read
The first class of AI natives is entering the workforce, ready or not
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
May 31, 2026 • Work • Tech
8 min read
How Amazon turned one mouse click into a 20-year, multi-billion-dollar moat
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
May 30, 2026 • Tech • Markets
9 min read
Three asteroids headed for Earth: the $200 billion IPO flood arrives
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
Luís Rijo
Luís Rijo
Luis Rijo has spent over a decade watching money move through digital markets - where it goes, who follows it, and who gets left behind when the flow changes direction. luis@thespend.net
May 28, 2026 • Markets • Tech

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