Random Walk
Moses Sternstein"A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk)
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 763 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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therandomwalk.coLatest Issues
The AI Jitters (and three grimmer interventions)
An AI non-cause for worry, followed by causes for worry abroad, nearby, and everywhere
the AI Jitters (again)
A Consoomer Mystery(?)
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the canonical take on 2026
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almighty consumer is great, but how?
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old folks spend different
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wherein Random Walk reconsiders a weakly held prior
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👉👉👉Reminder to sign up for the Weekly Recap only, if d...
Climbing The Wall Of Worry With Optimism
Taking stock of the big scheme of things, and reflecting on the Capex that stirs the drink
first, the 10,000 foot view
Of Healthcare Cross Subsidies, Rent Control, and Working Women
Three Vignettes On a Wednesday
what does water cost, really (and other tales from healthcare cross-subsidies)?
6 Charts For The AI Bulls
Some thoughts on Jevons in machina carne viva
climbing the wall of tokens aka we’re gonna need a lot more compute
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Authors
The writers behind this newsletter.
Going LONG curiosity. 10+ years working with private and public market investors (and everything in between). Builder of fintech. Builder of proptech, Ex-Big Law.
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