Different disciplines.
Deeper questions.

A perspective from building

I’m Sid, a software engineer with a background in quantitative finance, financial markets, distributed systems, payments, and entrepreneurship.

Engineering draws my attention to how systems work: their constraints, tradeoffs, and points of failure. Finance adds another set of questions: how incentives shape behavior, how risk is priced, and who captures the value.

Sid Thesis is a place to bring these perspectives together through independent, long-form research.

Following the connections

A technical capability can change the cost of doing business. A business model can reshape a market. A shift in market structure can change where capital flows. Understanding one layer often requires looking closely at the others.

The research here is intended for readers who want to look beneath the headline: investors, founders, engineers, and anyone interested in the economics of technological change.

A standard for the work

The aim is to make the reasoning inspectable: distinguish facts from assumptions, link to original sources, state uncertainties, and revise conclusions when the evidence changes.

Upcoming work is labeled as such. A research question is a starting point, not a claim that the answer is already known.