Claude Code and OpenAI's Codex Code Red
OpenAI's rushed effort to catch up to Claude Code as a tell
1 min read
paid
Paul Kedrosky
Page 15 of 54
Rough Notes, Weekend Edition: Jan 24-25, 2026
3 min read
paid
Rough Notes: Jan 23, 2026
A digest of recent Rough Notes
3 min read
paid
Kedrosky Daily: TTF outperformed indexes; iOS app growth surged
1 min read
paid
Bonus Chart: App Growth Soaring in App Store
The rise of AI app slop
1 min read
paid
Everything That AIs Must Converge
On LLMs as cognitive gravity wells and the implications for instability
4 min read
paid
Rough Notes: Jan 22, 2026
Recent Rough Notes from the site on topics and ideas
2 min read
paid
Are Zero-Return Decades an Outlier? No
Apollo and Coatue are sparring over zero-return decades in equities. Both are wrong.
2 min read
Kedrosky Daily: Private credit assets surge by 2025; Blue Owl Tech redemptions spike in Q4 2025
1 min read
paid
Four Takeaways from Microsoft's Satya Nadella at WEF Today
Four points with broader implications from Nadella's discussion with Larry Fink
2 min read
paid
Rough Notes: Jan 20, 2026
A digest of recent Rough Notes
2 min read
Rough Notes: Jan 19, 2026
Recent rough notes on topics of interest
3 min read