Thoughts
- A Step-by-Step Strategy for Using Claude as a Trusted Research Assistant
Discover a step-by-step verification strategy for using Claude as a trusted research assistant through literature review, quantitative analysis, replication
- 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
- Why Are Bills Rising While Prices Plummet: Tokenomics and Survival in the Age of Agents
Despite plummeting AI inference costs, massive resource consumption by agents is causing infrastructure bills to soar, making context engineering—curating
- The New Bottleneck in the Agent Era: Verification Infrastructure Determines Competitive Advantage
While AI agents explode code production, human review limits create severe verification bottlenecks, highlighting the fatal security debt of unverified AI code
- Two-Way Tollbooths in the AI Era: The Collapse of the Web's Free Bargain and Survival Strategies
As AI crawling collapses the web's free traffic reward system, we analyze publisher survival strategies and the new monetization infrastructure, including
- The Era of Metered Intelligence: The End of Unlimited Plans and New Cost Capabilities
With unlimited AI plans failing to handle machine-speed agents, the metered intelligence era of token-based billing has arrived, making intelligent model
- The Real Weapon That Makes or Breaks a Business: 'The Ability to Navigate Regulations'
The key to business success is not technology but the ability to handle regulations; explore the strategies of innovative companies that use massive regulatory
