AI
LaaS: Layoffs-as-a-Service
When AI Turns from Tailwind to Headwind
Technology
Low Hanging Compute
....and the Era of Technological Determinism
Technology
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender
Technology
The Central Bank of Nvidia
NVDA has replaced the Fed. The next phase of the cycle.
Technology
They drank the Kool-AI-d
Now what?
AI
Going in reverse?
AI + Crypto = Risk Off
AI
Nvidia's future and the Chinese market
Chat GPT-5 and the era of "Compute Rationing"
Technology
AI Wars: China just pulled the plug
But on who? Sizing the damage.
politics
What the hell is happening? August 2025
The AI stack is a reflexive loop. The debt is a flaming comet. And you’re still buying the dip? Thoughts on "Biden 2.0" and market scenarios for this term.
Technology
Duolingo in the post-AI world
Memo on Duolingo, 3.5 years and a multi-bagger later.
Technology
The AI Tech Playbook, Part #2
From Apps to Access Points. AI Stack Watchlist inside.
Downside by Philo
Downside at AI. Part #2
Red Flags in AI: Satya’s Take, Nvidia’s Margins & the Custom Silicon Threat.