💬New thread from Philoinvestor

Philoinvestor Subscriber Chat

Trump is Pot Committed

But soon he'll go ALL IN

💬New thread from Philoinvestor

Philoinvestor Subscriber Chat

AI-ran 🧑🏻‍💻🇮🇷

energy chokepoint = compute chokepoint = economic chokepoint

LaaS: Layoffs-as-a-Service

When AI Turns from Tailwind to Headwind

b.AI.t and Switch: The Confidence Game

and the Soros-FinTwit effect

Gold, War & Currency Debasement

Low Hanging Compute

....and the Era of Technological Determinism

Nuclear Revival: From Yellowcake to Power ⚡️

Open Upside. Nuclear Downside.

Disruptors or Disrupted? Duolingo

FLASH NOTE

Zooming out on AI: Part 1

Let the AI-Complex Wars begin.

Stock 9/25

Getting long the rise of the no-brand brand