Macro
Your money is no longer Triple A
What happens when the market starts pricing bonds accordingly?
The Data Center Strikes Back
"No. I am your father."
Content is King. Distribution is Given.
Universal Music Group.
Flash Philo on Yentervention
You always need an angle
Netflix: Leveraging Distribution
And Charlie Munger's Secret Rule
CoalAI.
Core Natural Resources: Coal Cannibal
Flash Philo on Memory
The cure for high prices is high prices. June 2026.
The Alchemy of Elon - Part 1
Space Crusade. Elon's Premium.
AI Brothers
OpenAI, Anthropic, SpaceX
The Twilight Period
I can hear the howls...
Sell the IPO?
Bubble Complications
Stack Alliances: NVIDIA x Microsoft
Jensen's plan to take over the world.
The Rise of Sanakatsu サナ活
Where do we Yen from here?