Archive

Roundup: Capex, Trade, Risk, Climate, Call Centers, Concentration, etc.

Oct 6, 2026 3 min read paid

Carrying Water for Frontier Model Companies

Oct 5, 2026 2 min read paid

Sunday Roundup: Biggest Risk Episode Ever, China's AI Inroads, NYC vs AI, Robots and Babies, Cars, etc.

Oct 4, 2026 2 min read paid

Recent Interviews Roundup

Oct 2, 2026

Musing About Meta's Muse

Oct 2, 2026 2 min read paid

Deputy Likes Dots: Crowding and the AI IPO Traffic Jam

Sep 29, 2026 1 min read paid

Switching Costs, AI, and the Complexity Basket

Sep 29, 2026 4 min read paid

New Tool: Debt/Treasury Market Stress

Sep 28, 2026 1 min read

Four Charts: Tokens vs Revenue, GPUs, Canada, etc.

Sep 27, 2026 2 min read paid

Weekend Reading: From Short Selling, to CDS Widening, to Funny AI Hats

Sep 25, 2026 5 min read paid

This AI Moment: The House View, Q4 2026

Sep 25, 2026 3 min read paid

On Jensen Huang's Whinge with Ezra Klein

Sep 24, 2026 3 min read paid