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 | 79 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||
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samirvarma.substack.comLatest Issues
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 —...
You Can't Quietly Park at 0.1c
People have been arguing about whether UAP sightings are aliens. Most of the arguments are not very good — blurry videos, appeals to authority, arguments from incredulity. But two very serious thinkers have made the case that the probabilit...
Accession (The Kashmir dispute)
In April 2025, gunmen walked into the Baisaran Valley near Pahalgam—a meadow so cinematic that Bollywood has used it as a backdrop for love songs—and asked twenty-six tourists a simple question before shooting them: Are you Hindu?
India na...
So You Want to Be a Quant
I recently did a two-part podcast series (Part 1, Part 2) with Simon M. of , which inspired me to write this post.
The Byrds had a song: “So You Want to Be a Rock ‘n’ Roll Star.” The advice was straightforward. Get a guitar. Learn to play....
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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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