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AI-ran 🧑🏻💻🇮🇷
energy chokepoint = compute chokepoint = economic chokepoint
generalist investor. they call me Philo.
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energy chokepoint = compute chokepoint = economic chokepoint
When AI Turns from Tailwind to Headwind
and the Soros-FinTwit effect
Technology
....and the Era of Technological Determinism
Saylor's Cryptonite. Nailed the top in late '21, will do the same now.
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Investing in the age of value destruction
Breakout by Philo
Open Upside. Nuclear Downside.
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How does Nuclear Energy connect to AI?
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FLASH NOTE
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Game Theory, Simplified.
Let the AI-Complex Wars begin.