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LaaS: Layoffs-as-a-Service
When AI Turns from Economic Tailwind to Headwind
Mar 14
b.AI.t and Switch: The Confidence Game
and the Soros-FinTwit effect
Mar 5
Low Hanging Compute
....and the Era of Technological Determinism
Feb 26
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Feb 17
Disruptors or Disrupted? Duolingo
Flash Note: Disruptors or Disrupted?
Feb 6
Zooming out on AI: Part 1
Let the Complex Wars begin
Feb 3
Stock 9/25
Getting long the rise of the no-brand brand
Jan 27
Keep my Inbox Clean
Some Substack Spring Cleaning
Jan 25
Philoinvestor
Philoinvestor
generalist investor. they call me Philo.
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