Skip to main content
philippdubach
Categories
AI
(30)
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 29, 2026
Is Private Equity Just Beta With a Lockup?
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?
Dec 27, 2025
Book Review: Why Machines Learn
Nov 30, 2025
Deploying to Production with AI Agents: Testing Cursor on Azure
PROJECT
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
Oct 12, 2025
The State of AI Report 2025
Aug 23, 2025
Visualizing Gradients with PyTorch
PROJECT
Jul 7, 2025
Sentiment Trading Revisited
Jul 6, 2025
Counting Cards with Computer Vision
PROJECT
Jul 4, 2025
NVIDIA Likes Small Language Models
Jun 12, 2025
Not All AI Skeptics Think Alike
May 30, 2025
Modeling Glycemic Response with XGBoost
PROJECT
May 28, 2025
The Model Said So
May 11, 2025
Beyond Monte Carlo: Tensor-Based Market Modeling
Feb 20, 2025
Trading on Market Sentiment
PROJECT
May 12, 2024
AlphaFold 3: Free for Science
Commentary
(4)
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
Economics
(10)
Jan 31, 2026
Buying the Haystack Might Not Work This Year
Jan 29, 2026
Is Private Equity Just Beta With a Lockup?
Jan 22, 2026
Enterprise AI Strategy is Backwards
Jan 16, 2026
Ozempic is Reshaping the Fast Food Industry
Jan 11, 2026
The Market Can Stay Irrational Longer Than You Can Stay Solvent
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]
Aug 30, 2025
Agent-based Systems for Modeling Wealth Distribution
Jun 22, 2025
Behavioral Economics & Transit Policy
May 21, 2025
Dual Mandate Tensions
Finance
(31)
Feb 6, 2026
The Variance Tax
Jan 31, 2026
Buying the Haystack Might Not Work This Year
Jan 29, 2026
Is Private Equity Just Beta With a Lockup?
Jan 26, 2026
The Most Expensive Assumption in AI
Jan 25, 2026
Against All Odds: The Mathematics of 'Provably Fair' Casino Games
PROJECT
Jan 16, 2026
Ozempic is Reshaping the Fast Food Industry
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
Jan 2, 2026
Bitcoin Security
Dec 30, 2025
Apple's AI Bet: Playing the Long Game or Missing the Moment?
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
Nov 16, 2025
Damodaran on Gold's 2025 Surge
Nov 9, 2025
AI Models as Standalone P&Ls
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]
Oct 19, 2025
Everything is a DCF Model
Jul 7, 2025
Sentiment Trading Revisited
Jun 29, 2025
Novo Nordisk's Post-Patent Strategy
Jun 15, 2025
It Just Ain’t So
May 30, 2025
Gambling vs. Investing
May 28, 2025
The Model Said So
May 11, 2025
Beyond Monte Carlo: Tensor-Based Market Modeling
Apr 25, 2025
DeFi's $42 Billion Maturity Story
Feb 20, 2025
Trading on Market Sentiment
PROJECT
Feb 15, 2025
Passive Investing's Active Problem
Dec 31, 2024
The Green Bond Commitment Premium
Nov 11, 2024
Crypto Mean Reversion Trading
PROJECT
Mar 15, 2024
My First 'Optimal' Portfolio
PROJECT
Medicine
(6)
Nov 21, 2025
GLP-1 Receptor Agonists in ASUD Treatment
Oct 11, 2025
Popular Science Nobel Prize
Jun 29, 2025
Novo Nordisk's Post-Patent Strategy
May 30, 2025
Modeling Glycemic Response with XGBoost
PROJECT
Jan 2, 2025
I Built a CGM Data Reader
PROJECT
May 12, 2024
AlphaFold 3: Free for Science
Tech
(11)
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 29, 2026
Is Private Equity Just Beta With a Lockup?
Jan 26, 2026
The Most Expensive Assumption in AI
Jan 25, 2026
Against All Odds: The Mathematics of 'Provably Fair' Casino Games
PROJECT
Jan 9, 2026
Beyond Vector Search: Why LLMs Need Episodic Memory
Jan 2, 2026
Bitcoin Security
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
Jan 2, 2025
I Built a CGM Data Reader
PROJECT
Jan 15, 2024
The Tech behind this Site
PROJECT
