RiskHedge Report
RiskHedge Research, Dan Steinhart, Leon Wilfan, Richard HastingsHelping investors understand and profit from technological disruption.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 43 | Founded | 6 months ago | Last Issue | 8 days ago |
| Active | |||||
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riskhedgeresearch.substack.comLatest Issues
Amazon vs. the agents
One of investing’s biggest mistakes is assuming an incumbent will hold its dominant position forever. It’s an easy mistake—imagining a world that works fundamentally differently from today’s is hard.
Amazon is a case in point. It wiped see...
The boring coin
Crypto just won a round against the banking industry.
On September 15, the Senate voted on whether to take up a crypto market-structure bill called the CLARITY Act. Banks had lobbied on that bill to close a loophole they saw as a threat to...
Nationalize us, please
If you were waiting for the OpenAI IPO anytime soon, a number called P(doom) is why it may never come.
P(doom) is shorthand for “probability of doom”—the odds of human extinction by AI, which about half of the researchers surveyed in the f...
Slop is a buy signal
Tired of AI slop? The forced metaphors, the same rhetorical tricks on repeat, overenthusiasm over banalities…
You’re sensing a deeper problem AI has. Models keep getting better. But they’re also getting more samey.
AI generates the statis...
Profit from thirst
No argument against AI is more emotionally charged than how much water data centers use. A human can barely survive three days without water. And now there’s an intelligent machine competing for that scarce resource.
It started in 2023, wh...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
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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
RiskHedge Report
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