AI
You Can’t Eat Tokens
Basics vs Artificial Intelligence: Part 1
AI-ran 🧑🏻💻🇮🇷
energy chokepoint = compute chokepoint = economic chokepoint
LaaS: Layoffs-as-a-Service
When AI Turns from Tailwind to Headwind
b.AI.t and Switch: The Confidence Game
and the Soros-FinTwit effect
Gold, War & Currency Debasement
Low Hanging Compute
....and the Era of Technological Determinism
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Disruptors or Disrupted? Duolingo
FLASH NOTE
Zooming out on AI: Part 1
Let the AI-Complex Wars begin.
Stock 9/25
Getting long the rise of the no-brand brand
TikTok President
The final boss of short-form content and the future of Europa
Special Situationship
When the stars align with distribution and scale.
Saudi is opening up
Vision 2023 meets Cost of Capital