Technology

Low Hanging Compute

....and the Era of Technological Determinism

Breakout by Philo

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

Technology

Special Situationship

When the stars align with distribution and scale.

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

Currency Debasement for Dummies

The Silver Trade. Don't be so linear.

Newsletter

3 Worries for 2026 (and historical analogies)

The Bill is Coming Due.

Wake Up Call (packed with memes)

The ROI is no longer "in the valuations..."