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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
🌐 Big Tech Bets Trillions on AI Infrastructure
How Robert Kuok used the joint venture to expand his business empire ... and what this tells us about business in Southeast Asia.
Having sold my London rental flat, what was I to do next? I’ve paid the £20k+ transaction fees. I have paid off the mortgage. I set aside the amount to pay my Capital Gains Tax, a liability which needs to be settled within [60] days. I moved some of the remaining equity into other investments… Continue reading Swapping a rental property for a share portfolio →
The GENIUS Act passes the Senate after explicit threats to Democrats from the crypto lobby, and shady crypto billionaire Justin Sun cozies up even closer to the Trump family
One simple idea that falls out of the Heart of Innovation book — that you can use immediately — is this idea of selling into situations, not selling to ideal customer profiles. It’s what the pros do anyway.
