Rougher Notes, Oct 15, 2025: Blackouts, TeraWulf, Debt, etc.
Notes on AI debt, model crash, blackouts, and more
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Four Ideas (Life sciences edition): Healthcare AI Innovation and Market Dynamics
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Quick Hits: AI Capex is Eating ... San Francisco
AI-driven San Francisco is no longer worst in nation office vacancy
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Four Ideas (AI edition): AI Impact on Utilities and Travel
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Quick Hits: An India of Incremental Power Ahead
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Quick Hits: The Data Center Growth Slowdown
The data center spending slowdown that isn't
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Four Ideas (Macro edition): Global Fragmentation, Reserve Diversification, Geoeconomics Impact, Industrial Growth
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Four Ideas, Sunday Edition:
OCTOBER 12, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you're not already a subscriber, sign up for a
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Quick Hits: Roger Rabbit's Data Center, Colo Spin, etc.
On powered land, data center resistance, and AI ... non-resistance
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Why AI Capex isn't a Bubble: A Perez-ian Perspective
Technological revolutions require immense spending and vast losses
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Four Ideas (Life sciences edition): Healthcare AI and MedTech Innovations
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The Godfather and Oracle's Crap GPU Rental Returns
The potential for a gestalt flip as investors notice the obvious
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