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The Godfather and Oracle's Crap GPU Rental Returns

Oct 7, 2025 2 min read paid Featured

Four Ideas (AI edition): Unexpected Impacts of AI Advancements

Oct 7, 2025 2 min read paid

Quick Hits: OpenAI's Mammoth AMD Deal

Oct 6, 2025 1 min read paid

Four Ideas (Macro edition): Interest Rate Shifts, Geoeconomics, AI Adoption, Travel Experiences

Oct 6, 2025 2 min read paid

Four Ideas, Sunday Edition:

Oct 5, 2025 2 min read

LLMs, Shifting Baselines, and .400 Hitters

Oct 3, 2025 6 min read Plus tier

Quick Hits: 85% Margins for Data Centers? Yes, Please

Oct 2, 2025 3 min read Plus tier

Four Ideas (Commodities edition): Geoeconomic Shifts, Cocoa Rally, Commodity Traders, Gold Outlook

Oct 2, 2025 2 min read paid

Quick Hit: Blackstone on Data Center Bubbles

Oct 1, 2025 2 min read Plus tier

Four Ideas (Life sciences edition): FDA, AI, Drone Delivery, Health Systems

Oct 1, 2025 2 min read paid

Rougher Notes, Sep 30, 2025

Sep 30, 2025 1 min read

Four Ideas (AI edition): AI-Driven Investment Shifts

Sep 30, 2025 2 min read paid