Newsletter
AI-ran 🧑🏻💻🇮🇷
energy chokepoint = compute chokepoint = economic chokepoint
Philoinvestor
generalist investor. they call me Philo.
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
Technology
Low Hanging Compute
....and the Era of Technological Determinism
💥DUMP YOUR CRYPTO 2.0💥
Saylor's Cryptonite. Nailed the top in late '21, will do the same now.
Newsletter
Two Trades and a Tragedy
Investing in the age of value destruction
Breakout by Philo
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Newsletter
Quick Review by Philo ☢️
How does Nuclear Energy connect to AI?
Newsletter
Disruptors or Disrupted? Duolingo
FLASH NOTE
Newsletter
OpenAI's IPO and AI Politics
Game Theory, Simplified.
Zooming out on AI: Part 1
Let the AI-Complex Wars begin.