Investing
- Beyond the Noise of Price: The Essence of Investing Is Repeatedly Making Favorable Bets
Explore the essence of long-term investing: ignoring market volatility, assessing value and probability, and repeatedly making favorable bets.
- What to Consider Before the Speed of Automation
Explore why we must guard against automation fears and market hype while considering the pace of technological change and our capacity to learn and grow.
- A Dual-Pivot Strategy for the AI Era: Experiment Fast, Evolve the Portfolio Slowly
Explore a dual-rotation strategy that uses AI to lower the cost of failure, iterate experiments rapidly, and hold proven quality companies for the long term
- Elon Musk's TeraFab: A Bid to Break the Chip Lithography Monopoly with a Particle Accelerator
Terafab, Musk's mega semiconductor plant in Texas, aims to challenge ASML's monopoly by generating lithography light with a particle accelerator and
- The True Moat of Vertical AI: The 4-Step Access Strategy Proven by OpenEvidence
The true moat of vertical AI is access to proprietary data and workflows rather than giant models; we analyze the medical AI market's new winning formula
- The New Landscape of AI Infrastructure: From the Era of Chips to the Era of Power
As the AI infrastructure bottleneck shifts from semiconductor chips to power, we analyze the new paradigm shift and fierce survival competition among big tech
