Latest

May
31
Meeker's AI Market Wrap

Meeker's AI Market Wrap

300 Slides on All-Things AI
May
01
"They Deserve It"

"They Deserve It"

99% wrong, 1% not-quite-right
1 min read
Apr
17
The Worst Shock in History

The Worst Shock in History

The Economist eviscerates Trump's Trade Policy
1 min read
Feb
23
Buffett's Love Letter to Uncle Sam

Buffett's Love Letter to Uncle Sam

Wisdom to all readers, thanks to one nation
1 min read
Feb
17
Alarming Trends in Global Defense

Alarming Trends in Global Defense

Russia and China up, NATO down
6 min read
Feb
11
Year in Review: 2024 in 10 Images

Year in Review: 2024 in 10 Images

It will only get worse from here.
1 min read
Feb
01
Nvidia Down, Anthropic Up

Nvidia Down, Anthropic Up

An AI saga
1 min read
Jan
16
No Job MBA

No Job MBA

White-collar labor trends
1 min read
Jan
03
Democrats Create Jobs, Republicans Do Not

Democrats Create Jobs, Republicans Do Not

When propaganda overwhelms reality
Jan
02
Fair Winds, President Carter

Fair Winds, President Carter

A life well lived
1 min read