HeyJaredThe Demand Zone with Lisan
My personal Substack and what I believe the future looks like. Welcome to the Demand Zone.
- Indexed issues, last 90 days
- 23
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest issues
Terminal Velocity Part 2 — Ep. 3 (opens the original)
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The post: Terminal Velocity Part 2Chapters00:00:00 Cold open — the rail and the room00:01:18 The stack nobody draws00:03:07 Oracle runs both halves of the thesis00:04:35 I-B-M — same joke, different punchline00:05:02 The cores — critical assets, broken stocks00:06:46 Nobody bought the plumbing00:08:44 The agent layer — and the call I forgot I made00:11:… Rea
Terminal Velocity Part 2 (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!LoRp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F88e9372a-e4bf-4f19-ab24-fbef6260b62c_1600x900.png"
Fade The Desk — Ep. 2 (opens the original)
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Source post: Fade The DeskChapters00:00:00 Cold Open00:01:01 What the Desk Thinks It Owns00:02:56 The One Nobody Modeled00:04:12 Why the Ban Is the Sharper Trade00:06:20 The Mechanism Nobody Prices in Freight00:07:10 The Book00:09:19 Where I’m WrongTranscriptCold OpenSix dollars and twenty-seven cents. That’s a gallon of diesel on the Triple-A national average this week.Up about eighty cents in ONE month. Up sixty-seven percent from the three seventy-five average a year a
Fade The Desk (opens the original)
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<img alt="" class="sizing-normal" height="298" src="https://substackcdn.com/image/fetch/$s_!-bmF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5094d615-8464-422c-9d73-69a054684c5c_858x298.png" w
Terminal Velocity Part 1 (opens the original)
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<img alt="" class="sizing-normal" height="298" src="https://substackcdn.com/image/fetch/$s_!-bmF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5094d615-8464-422c-9d73-69a054684c5c_858x298.png" w
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