Breakout by Philo
Far-from-Equilibrium Danger
Read inside why you won't survive markets without this.
Cracks in the Machine
Even $1 trillion in capex can't save us.
Going in reverse?
AI + Crypto = Risk Off
No, Apple doesn't need to buy Perplexity. It already owns the interface.
Why Apple is ahead of the pack in AI, and no one gets it.
AI Wars: China just pulled the plug
But on who? Sizing the damage.
Ethereum Treasury Companies
Grift & Greed in Crypto.
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.
How I made 600% on the stock that cost Ackman $400M.
Why I had to become the opposite of a typical value investor to beat Wall Street at its own game.
FOMO MARKET
Issue #15. All the way is up, but not really.
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.
Newsletter
The AI Tech Playbook
From Silicon to Applications: Risks, Shifts, Opportunities.