AI-ran 🧑🏻💻🇮🇷
energy chokepoint = compute chokepoint = economic chokepoint
Latest
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
💥DUMP YOUR CRYPTO 2.0💥
Saylor's Cryptonite. Nailed the top in late '21, will do the same now.
Two Trades and a Tragedy
Investing in the age of value destruction
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Quick Review by Philo ☢️
How does Nuclear Energy connect to AI?
Disruptors or Disrupted? Duolingo
FLASH NOTE
OpenAI's IPO and AI Politics
Game Theory, Simplified.
Zooming out on AI: Part 1
Let the AI-Complex Wars begin.
Newsletter
Currency Debasement for Dummies
"I'm keeping the money!" (Expires Sunday)
Newsletter
Pieces Falling into Place?
3 Worries for 2026 - AI, Oil, Fiscal
Stock 9/25
Getting long the rise of the no-brand brand
Newsletter
TikTok President
The final boss of short-form content and the future of Europa
Newsletter
The Review (1 minute reading time)
Two event-driven trades and one reading list.
Newsletter
Philo's Academy
Special offer: Win the course (or get 30% off)
Technology
Special Situationship
When the stars align with distribution and scale.
Newsletter
Currency Debasement for Dummies
Gold, Silver and Why Real Assets?
Newsletter
Saudi is opening up
Vision 2023 meets Cost of Capital
Newsletter
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Newsletter
The Venezuela Acqui-Hire
Nvidia x Groq = USA x Venezuela (?)
Newsletter
Wakey Wakey, Money Never Sleeps..
What's going on with Silver? The Debasement Trade.