STROTW
James LafargeInvesting in businesses.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 77 | Founded | 4 years ago | Last Issue | 5 months ago |
| Active | |||||
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strotw.substack.comLatest Issues
STROTW 12-15-2025
Hello! Happy Holidays! I haven’t written one of these in a while. Lots of stuff happening. Work is going well: looking at lots of interesting stuff, particularly in transportation and logistics, and working on AI-related projects (e.g. as a...
STROTW 09-12-2025
Enjoy!
(i) Some AI-related links:
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Ben Evans: AI Metrics— How do we measure growth in AI?
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Global Crossing Is Reborn…— A reasonable view.
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Which LLM— Maybe helpful, particularly if you’re building agents.
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GPT-5s Are Ali...
STROTW 07-25-2025
Enjoy!
(i) Some AI Links of Interest:
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Anthropic: Claude for Financial Services Keynote. Also see: CapIQ MCP Server (exciting).
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Aaron Levie on Enterprise Agents
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Deep Research Agents: A Systematic Examination and Roadmap
*...
STROTW 06-19-2025
Enjoy!
(i) Some AI-related links I found interesting:
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The AI Eval Flywheel: Scorers, Datasets, Production Usage & Rapid Iteration
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Anthropic: How we built our multi-agent research system
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Aravind Srinivas (Perplexity) on ca...
STROTW 05-16-2025
Enjoy!
(i) Various AI related links (I’m messing around with building things and vibe-coding, so please reach out if you’d like to compare notes):
- A Well-funded Moscow-based Global ‘News’ Network has Infected Western Artificial Intell...
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I've been investing professionally in markets for ~15 years. Still trying not to be an idiot.
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