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AI
(35)
Apr 13, 2026
Do Not Disturb My Circles
Mar 25, 2026
On-Device AI Models Will Be The New Reason to Upgrade Your Phone
Mar 18, 2026
AI Can Now Design Drugs in Seconds; We Still Can't Tell You If They Work.
Mar 16, 2026
The Last Architecture Designed by Hand
Mar 15, 2026
MCP vs A2A in 2026: How the AI Protocol War Ends
Mar 11, 2026
AI Models Are the New Rebar
Mar 8, 2026
AI Capex Arms Race: Who Blinks First?
Mar 2, 2026
Peter Thiel's Physics Department
Mar 1, 2026
When AI Labs Become Defense Contractors
Mar 1, 2026
Every Bulge Bracket Bank Agrees on AI
Feb 17, 2026
The Impossible Backhand
Feb 13, 2026
The SaaSpocalypse Paradox
Feb 10, 2026
Don't Go Monolithic; The Agent Stack Is Stratifying
Feb 7, 2026
Where Mobile Money Goes Now
Feb 5, 2026
Claude Opus 4.6: Anthropic's New Flagship AI Model for Agentic Coding
Jan 31, 2026
Buying the Haystack Might Not Work This Year
Jan 30, 2026
Bandits and Agents: Netflix and Spotify Recommender Stacks in 2026
Jan 26, 2026
The Most Expensive Assumption in AI
Jan 22, 2026
Enterprise AI Strategy is Backwards
Jan 15, 2026
Does AI mean the demand on labor goes up?
Jan 10, 2026
Social Media Success Prediction: BERT Models for Post Titles
PROJECT
Jan 9, 2026
Beyond Vector Search: Why LLMs Need Episodic Memory
Jan 7, 2026
65% of Hacker News Posts Have Negative Sentiment, and They Outperform
PROJECT
Jan 5, 2026
RSS Swipr: Find Blogs Like You Find Your Dates
PROJECT
Dec 30, 2025
Apple's AI Bet: Playing the Long Game or Missing the Moment?
Nov 24, 2025
Is AI Really Eating the World? AGI, Networks, Value [2/2]
Nov 23, 2025
Is AI Really Eating the World? [1/2]
Nov 22, 2025
Weather Forecasts Have Improved a Lot
Nov 14, 2025
The Bicycle Needs Riding to be Understood
Nov 9, 2025
AI Models as Standalone P&Ls
Nov 8, 2025
Working with Models
Jul 7, 2025
Sentiment Trading Revisited
Jun 12, 2025
Not All AI Skeptics Think Alike
May 28, 2025
The Model Said So
Feb 20, 2025
Trading on Market Sentiment
PROJECT
Economics
(6)
Mar 1, 2026
When AI Labs Become Defense Contractors
Feb 20, 2026
Economics of a Super Bowl Ad
Jan 16, 2026
Ozempic is Reshaping the Fast Food Industry
Jan 15, 2026
Does AI mean the demand on labor goes up?
Aug 30, 2025
Agent-based Systems for Modeling Wealth Distribution
Jun 22, 2025
Behavioral Economics & Transit Policy
Investing
(17)
Mar 11, 2026
AI Models Are the New Rebar
Mar 8, 2026
AI Capex Arms Race: Who Blinks First?
Mar 1, 2026
Every Bulge Bracket Bank Agrees on AI
Feb 22, 2026
The Absolute Insider Mess of Prediction Markets
Feb 13, 2026
The SaaSpocalypse Paradox
Jan 31, 2026
Buying the Haystack Might Not Work This Year
Jan 11, 2026
The Market Can Stay Irrational Longer Than You Can Stay Solvent
Jan 6, 2026
Praise by Name, Criticize by Category: Warren Buffett Retires at 95
Dec 12, 2025
How AI is Shaping My Investment Portfolio for 2026
Dec 9, 2025
Not Logan Roy: Netflix vs. Paramount's Bidding War
Dec 2, 2025
Nike's Crisis and the Economics of Brand Decay
Nov 28, 2025
Michael Burry's $379 Newsletter
Oct 19, 2025
Everything is a DCF Model
May 30, 2025
Gambling vs. Investing
Feb 15, 2025
Passive Investing's Active Problem
Nov 11, 2024
Crypto Mean Reversion Trading
PROJECT
Mar 15, 2024
My First 'Optimal' Portfolio
PROJECT
Macro
(9)
Feb 28, 2026
People Live in Levels, Not Rates
Feb 16, 2026
Europe's $24 Trillion Payment Breakup Is Really a Bet on Infrastructure Arbitrage
Jan 28, 2026
Britain's Strategic Limbo
Jan 27, 2026
The Rise of Middle Power Realism
Jan 19, 2026
Big in Japan
Jan 13, 2026
Repo might be even bigger than we thought
Oct 26, 2025
Pozsar's Bretton Woods III: Three Years Later [2/2]
Oct 25, 2025
Pozsar's Bretton Woods III: The Framework [1/2]
May 21, 2025
Dual Mandate Tensions
Medicine
(7)
Apr 9, 2026
Why Lilly's Weight Loss Pill Isn't a Peptide
Mar 18, 2026
AI Can Now Design Drugs in Seconds; We Still Can't Tell You If They Work.
Feb 23, 2026
Novo Was Europe's Most Valuable Company
Jan 16, 2026
Ozempic is Reshaping the Fast Food Industry
Nov 21, 2025
GLP-1 Receptor Agonists in ASUD Treatment
Jun 29, 2025
Novo Nordisk's Post-Patent Strategy
May 12, 2024
AlphaFold 3: Free for Science
Quantitative Finance
(9)
Apr 13, 2026
The Geometry of Who Knows What
Apr 8, 2026
Ambiguity by Design
Apr 4, 2026
Three Kinds of Not-Knowing
Feb 14, 2026
Long Volatility Premium
Feb 6, 2026
Variance Tax
Jan 29, 2026
Is Private Equity Just Beta With a Lockup?
Jan 25, 2026
Against All Odds: The Mathematics of 'Provably Fair' Casino Games
PROJECT
Jun 15, 2025
It Just Ain’t So
May 11, 2025
Beyond Monte Carlo: Tensor-Based Market Modeling
Tech
(11)
Mar 25, 2026
On-Device AI Models Will Be The New Reason to Upgrade Your Phone
Mar 16, 2026
The Last Architecture Designed by Hand
Mar 15, 2026
MCP vs A2A in 2026: How the AI Protocol War Ends
Mar 4, 2026
93% of Developers Use AI Coding Tools. Productivity Hasn't Moved.
Dec 24, 2025
Building a No-Tracking Newsletter from Markdown to Distribution
PROJECT
Nov 30, 2025
Deploying to Production with AI Agents: Testing Cursor on Azure
PROJECT
Aug 23, 2025
Visualizing Gradients with PyTorch
PROJECT
Jul 6, 2025
Counting Cards with Computer Vision
PROJECT
May 30, 2025
Modeling Glycemic Response with XGBoost
PROJECT
Jan 2, 2025
I Built a CGM Data Reader
PROJECT
Jan 15, 2024
The Tech behind this Site
PROJECT