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

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

Venezuela is Taiwan

Trump's gambit feels like great risk/reward but a risky *all in*.