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Philoinvestor

generalist investor. they call me Philo.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues274Founded5 years agoLast Issue2 months ago
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Latest Issues

Philoinvestor is now hosted on Ghost

“Simplicity is one thing, oversimplification is another.”

-Philo

As of March 16th, philoinvestor.com is now hosted on the Ghost platform.

  • You can find the new website on philoinvestor.com and subscribe here.

  • If you are alr...

2 months ago
5
6

b.AI.t and Switch: The Confidence Game

The launch of ChatGPT and its explosive growth in users has been the key catalyst of this AI-driven cycle, ever since its inception in late 2022. At the same time, the importance of the cycle on the broader economy cannot be understated.

I...

3 months ago
12

Low Hanging Compute

“If Intelligence is log of compute, whoever can do lots of compute is a big winner.”

—Satya Nadella

The assumption seems to be that more compute means more intelligence.

But history suggests technological races are rarely won by b...

3 months ago
32
9

Nuclear Revival: From Yellowcake to Power ⚡️

Open Upside. Nuclear Downside.

“Ideas rule the world.” —Philo

3 months ago
4
Paid

Disruptors or Disrupted? Duolingo

Flash Note: Disruptors or Disrupted?

There’s been a lot of chatter and discussion about both Duolingo and Figma in the past few months. It seems everyone has a strong opinion on businesses they’ve never bought anything from.

4 months ago
6
4
Paid

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  • Philoinvestor

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