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Data, Invisible Software, The Post, AI, Cheating, Control, Star Wars
Plus! Tariff Plays; Good Trades; Capital Structure; Moderation; Debt and the Dollar
Plus! The Path of Deployment; The Long Tail; Non-News; Data; Models
Plus! Coasian Bargains; Movies; Currency; OpenAI; Tariffs
Plus! Diff Jobs; Decoupling; Who Trains the Model-Trainers; Cash Cycles; AI and ARR; Gating
More in finance
The Trumps “debank” major customers from their “anti-debanking” cryptocurrency venture, and a CFTC nominee says the Winklevosses are blackballing him
While the global soap opera of the Gaza crisis, Trump/Putin PR, Ukraine misery etc continued, I have created some warm memories in August. I spent a bit of time in the New Forest, at both ends, and the middle. Which included a trip to Mudeford, site of the UK’s most expensive beach huts. I also… Continue reading August ’25: Warm memories →
Apple’s latest keynote delivered a sweeping set of updates across AirPods, iPhones, and the Apple Watch lineup.
President Trump’s deregulatory agenda emboldened prediction markets to push boundaries around permitted event contracts. Now sites advised by his son are allowing bets on his death.
If you want to get rich, the irony is that small markets are often better than large ones.
