All posts // LOG ARCHIVE// 9 posts · newest first · atom.xml
Growth: I'm in a Cycle Too
Taking a few of Howard Marks' ideas about market cycles and applying them to myself: the pendulum of mood, knowing where I am, cycles turning, and doing less at the extremes.
Nasdaq Notes: From “Who Has Demand” to “Who Can Pay”
Meta's roughly $810 billion in commitments, the "capital scarcity" Jensen Huang described, oil up while yields fell, and the few things I'm watching next.
AI Notes: Every Layer's Lock-In Is Loosening
Models following cloud budgets, the software half of the chip moat, the inference stack laid open, and where value lands once buyers start doing the maths.
Growth: Learning Finally Became Positive Feedback
Learning that grew up on red crosses and lost points became positive feedback once I could keep asking "why."
Nasdaq Notes: A 1.88% Pullback
From a 27,599 record to a -1.88% day: why chips fell first, how rates and the AI story connect, and the few things I'm watching.
AI Notes: One Falls, Several Go All In
Character.AI's liquidation price, why Apple is after permission rather than intelligence, how fast models depreciate, and the maturity mismatch behind gigawatt-scale bets.
Growth: What Code Nobody Used Taught Me
Moving from finance to writing code: the choices, the mistakes, and what I took away.
Nasdaq Notes: What I Watch in Earnings Season
The metrics and companies I focus on during earnings season, and the thinking behind them.
AI Watch: The Products Worth Noticing This Week
The new AI products worth a look this week, and the problems they actually solve.