Investing in the Age of AI
Jesse WalkerWhen everyone's selling fear or FOMO, we show you the math. One data-driven AI investing essay per week.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | 5 months ago | Last Issue | 6 days ago |
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investingintheageofai.substack.comLatest Issues
Your Retirement Calculator Thinks You Die at 85
The Fidelity retirement calculator quietly plans for you to die at 85. Meanwhile the medical AI now compressing drug discovery from seven years to eighteen months is pushing median lifespans five to ten years past that number, and every ext...
Everyone Says "Priced In." Almost Everyone Uses It Wrong.
When I ran the numbers in February, Tesla's forward P/E implied 95% earnings growth. Analyst consensus was 25%. Six months on, Tesla's forward P/E has climbed well above 100x, and the gap between price expectations and analyst expectations...
$382 Billion in Cash. Should You Still Own Berkshire?
Warren Buffett handed Greg Abel $382 billion in cash on January 1, 2026. That is 35% of Berkshire's entire market cap sitting in T-bills, waiting on a decision Abel has not made yet.
Buffett announced his exit at the May 2025 shareholder m...
ARKK Went From $160 to $30. Here's Every Trade.
On February 12, 2021, ARKK closed at $160. Twenty-two months later it traded at $30. That is an 81% drawdown, and it needed a 426% gain to break even. This is the trade-by-trade autopsy of how a $25 billion fund got there.
Drawdown math is...
Cathie Wood Matched the S&P and Destroyed $7B
ARK Innovation compounded at 13.3% a year since 2014, matching the S&P 500 point for point. Its investors are still down $7.1 billion.
Cathie Wood is the celebrity investor case I keep coming back to, because the arithmetic is so unusual....
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Authors
The writers behind this newsletter.
Jesse has been an individual investor for 30 years. He was a professional poker player for the better part of a decade. His alpha over hands-off passive investing a is 1-2% annualized. He is a techno/AI (cautious) optimist.
Hi friend. I'm serious about this AI-thing. We need to get it right. Father, founder, philosopher, non-duality inspired meditation instructor.
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