RiskHedge Report
RiskHedge Research, Dan Steinhart, Leon WilfanHelping investors understand and profit from technological disruption.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 37 | Founded | 5 months ago | Last Issue | 10 days ago |
| Active | |||||
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riskhedgeresearch.substack.comLatest Issues
China wants you angry
Few projects are as contested across American communities as data centers right now. The number of active opposition groups against them has more than doubled to 833 across 49 states in the first quarter of 2026. According to a Gallup poll,...
Grantham was right after all
Investing has few ironclad laws. But there’s one that’s never been broken.
The crisis everyone sees coming is never the real crisis.
Today the crisis everyone sees coming is that American tech companies are overspending on AI infrastructu...
Permian’s AI moment
When ChatGPT launched in 2022, few people would have named Pecos County, Texas (pop. 15,193) as ground zero for AI’s economic reach. Pecos is where the Waha Hub is. If you don’t trade energy, that name likely means nothing to you. But it’s...
Robots beat demographics
Investing is essentially the business of predicting future trends. And in the business of predicting future trends, no force is as foolproof as demographics.
By 2034 Americans over 65 will outnumber American children for the first time in...
The OpenAI hack story is missing one detail
A few weeks ago, the world seemed to have its first Skynet moment. On July 9, an unreleased model by OpenAI—the company behind ChatGPT—took it upon itself to hack into a company called Hugging Face.
Hugging Face is a large AI platform that...
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Authors
The writers behind this newsletter.
We publish ideas to help you profit from technological disruption
Founder Rational Optimist Society and RiskHedge Research. Reformed cynic.
Contributor at Grow or Die
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