Contrarian investment theses on the macro shifts most investors are ignoring
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 87 | Founded | 9 months ago | Last Issue | 6 days ago |
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The Boring Japanese Company Quietly Holding the AI Buildout Together
Most great long-term investments are boring before they’re obvious.
Most great long-term investments are boring before they’re obvious.
Who gets to charge a toll in space
In September 2021, Lockheed Martin and Northrop Grumman invested in the same startup, in the same round.
In September 2021, Lockheed Martin and Northrop Grumman invested in the same startup, in the same round. If you don’t follow defense c...
The Anthropic IPO Playbook
When Google and Amazon posted their record AI profits a few weeks ago, about half of that money didn’t come from Google or Amazon.
When Google and Amazon posted their record AI profits a few weeks ago, about half of that money didn’t come...
Surplus and Scarcity - Why the AI jobs panic and the demographic shortage will not solve each other
Two numbers have been sitting on my desk for a month, and they refuse to reconcile.
Two numbers have been sitting on my desk for a month, and they refuse to reconcile.
It Doesn't Have to Work
In 1993, a small team inside the new Clinton administration quietly killed a weapon that had never fired a shot in anger.
In 1993, a small team inside the new Clinton administration quietly killed a weapon that had never fired a shot in an...
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Co-author of Macro Notes, publisher of finance newsletters
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