Samir Varma
Physicist, author, inventor, hedge fund manager, green tech pioneer. Beatles & Pink Floyd fan. I love AI, physics, science, markets, economics, squash, guitar. My book, The Science of Free Will, https://amzn.to/4aMQJD1 is available for preorder.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 82 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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samirvarma.substack.comLatest Issues
Disincentivize!
Part of The India Paradox. On the most boring, responsible thing ninety-six million Indians are quietly doing — and the strange national reflex that mistakes it for a problem.
Somewhere in India right now, a schoolteacher is putting...
Musk’s Space Data Centers Are a Bet That Moore’s Law Stays Slow
Elon Musk wants to put AI data centers in space, and the internet has decided this is stupid. The favored reason is thermodynamic: space is a vacuum, there’s no air, how do you cool a gigawatt of GPUs with no air to carry the heat away? The...
I Won’t Show You Mine
In 2005, a very famous pod shop wanted me to come work for them. The recruiter was friendly. The compensation would have been excellent. The infrastructure on offer — capital, technology, operations, the entire institutional machinery a sys...
Bitcoin doesn’t bounce back. It slouches back
Matt Levine has an intuitive model in Money Stuff. Bitcoin, he correctly keeps observing, has no cash flows. There’s nothing to discount, no earnings to capitalize, no rent to collect. The price is just… whatever people are willing to pay f...
Capital
This is the umpteenth in a series exploring India’s contradictions. In previous posts we looked at why India’s soft power travels and China’s doesn’t. This post is the sequel: the same civilizational defaults — India outward, China inward —...
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Physicist, author, inventor, hedge fund manager, green tech pioneer. Beatles & Pink Floyd fan. I love AI, physics, science, markets, economics, squash, guitar. My book, The Science of Free Will, https://amzn.to/4aMQJD1 is out now!
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