Macrowise Newsletter
Guillermo ValenciaInvesting in the Digital Renaissance
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 312 | Founded | 7 years ago | Last Issue | 7 days ago |
| Active | |||||
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macrowise.substack.comLatest Issues
The Rolling Bubble
The crime scene
Every case starts with something that shouldn’t be possible. Mine starts with two charts that cannot belong to the same decade.
The first is the stock market trading like it is 1997. A trend that has compounded near ten...
The AI Wars: Five Wars, One Machine
Start with a shipping container in the high desert of New Mexico. Inside it, racked floor to ceiling, sit a few thousand graphics chips. They are not drawing graphics. They are multiplying numbers — trillions of them every second — and to d...
We Had the Renaissance. Now the Heurescence.
In the late autumn of 1952, a twenty-two-year-old graduate student named Stanley Miller talked his way into a corner of Harold Urey’s laboratory at the University of Chicago and built a small glass cathedral. It was not much to look at: two...
When Exploitation Costs Zero
Satya Nadella reorganized Microsoft around a powerful distinction: every company operates with two types of capital. Human capital — the judgment, relationships, and pattern recognition of its people — and token capital — the artificial int...
Originality is the last scarcity
In 1997, the best chess player alive lost his job to a machine.
Garry Kasparov was about as good at chess as a human can get. And a computer that was worse than him at almost everything, except crunching numbers, beat him anyway.
Most peo...
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Authors
The writers behind this newsletter.
Co-founder Macrowise, global macro, passionate for technology.
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