Latest Posts

Sentiment analysis of 32,000 Hacker News posts shows 65% skew negative and earn 27% more points. Six transformer and LLM models tested, full data included.

Buffett exits after paying $26.8B in taxes. What 60 years of letters reveal about admitting mistakes, insurance float, and why Abel inherits $300B in cash.

Build an open-source ML RSS reader with swipe interface. Uses MPNet embeddings and Thompson sampling for personalized feeds that escape the filter bubble.

Apple's $157B cash pile and Gemini-powered Siri shift show a restrained AI strategy. Analysis of whether Apple wins as AI models become commodities.

Build a privacy-focused newsletter with Python, Cloudflare Workers KV, and Resend API. Zero tracking, zero cost, full control. Open source code included.

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 $28B by weakening product development, athlete partnerships, and marketing simultaneously. Data-driven analysis of how complementary assets collapse.

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.