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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 147 | Founded | 6 years ago | Last Issue | 3 days ago |
| Active | |||||
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gilescapital.substack.comLatest Issues
Giles Capital Reads - Week 44
Confidence is the thread this week. Theranos shows how it fools smart people, Anthropic’s filing shows numbers that do not line up, and a Joe Burrow essay argues for confidence that matches the record. The One to Save is the interview with...
Giles Capital Weekly - Week 44
Welcome to another edition of Giles Capital Weekly.
Welcome to another edition of Giles Capital Weekly. Big Tech sold off as AI spending fears hit the earnings reports, and voters are turning against AI too with midterm elections days aw…
Giles Capital Reads - Week 43
From a first look at Anthropic's IPO filing to a warning that AI spending could push up borrowing costs for countries that sit out the boom, this week is about big bets and who pays for them. The One to Save asks when breaking your own rule...
Giles Capital Weekly - Week 43
Karelia cigarette packs on display at a duty-free counter. Karelia Tobacco is a family-controlled Greek cigarette maker based in Kalamata.
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Giles Capital Reads - Week 42
One manager expects the AI bubble to pop first, another shows what the last bubble cost the people who joined it, and a third tests his own view against evidence that disagrees. The One to Save is a soldier who kept fighting a war that was...
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