RiskHedge Report
RiskHedge Research, Dan Steinhart, Leon WilfanHelping investors understand and profit from technological disruption.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 40 | Founded | 6 months ago | Last Issue | 8 days ago |
| Active | |||||
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riskhedgeresearch.substack.comLatest Issues
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...
Banks' cheapest money is walking out the door
When a powerful industry starts lobbying Congress for protection from a disruptive upstart, you know the threat is serious.
Since bitcoin’s inception, banks have seen crypto as more of a toy than a threat—a parade of meme coins aimed at n...
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...
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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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