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Technology
Low Hanging Compute
....and the Era of Technological Determinism
Breakout by Philo
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
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Disruptors or Disrupted? Duolingo
FLASH NOTE
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Zooming out on AI: Part 1
Let the AI-Complex Wars begin.
No-End Dividend
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
Technology
Special Situationship
When the stars align with distribution and scale.
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
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.