Latest Posts

Rebalancing for 2026: reducing S&P 500 at 40× CAPE, adding Europe after Germany's €1T pivot, and bonds at 4.2% yields. Full allocation rationale.

Netflix's $72B Warner Bros deal vs Paramount's hostile $30/share tender. Deal mechanics, aggregation theory, and why internet distributors win streaming.

Nike lost $27.5B in market value by weakening three complementary assets simultaneously. Analysis of how Donahoe's strategy destroyed competitive advantage.

Cursor AI deployed YOURLS on Azure via SSH in 15 minutes: server config, MySQL, SSL, and a custom plugin. Full transcript and tutorial available.

Michael Burry launches Substack warning AI markets mirror 1999. His Nvidia-Cisco comparison, the GPU depreciation debate, and what hyperscalers need to justify capex.

AGI predictions miss the point. Multiple competing models means price war. Value flows to applications, customer relationships, and vertical integrators.

Benedict Evans' AI analysis argues 'we don't know how it matters.' But current evidence points to model commoditization: $400B capex, 97% price drops.

Four-day forecasts now match one-day accuracy from 30 years ago. How AI models like WeatherNext 2 use CRPS training to preserve extreme weather signals.

Phase 2 trial shows semaglutide reduces alcohol craving and heavy drinking with effect sizes exceeding naltrexone. What this means for AUD treatment.

Build an LLM agent in 50 lines of Python. Why context engineering and emergent behaviors are best understood through hands-on experimentation, not theory.