Why wasn’t China at Davos?
“Never interrupt your enemy when they are making a mistake” -Napoleon From 1775 onward, the recurring plot twist is this: the power that best manages coalitions and finance usually beats the power that wins battles. Britain turned that into an
Why wasn’t China at Davos?
“Never interrupt your enemy when they are making a mistake” -Napoleon From 1775 onward, the recurring plot twist is this: the power that best manages coalitions and finance usually beats the power that wins battles. Britain turned that into an
The Rhineland in the Age of AI
That border strip at the Rhine on used to be about moving atoms: coal, steel, troops, grain. Power equaled tonnage times timetable. Rail, river, and road were the operating system of empire. Whoever scheduled the trains won the war. Now
The Rhineland in the Age of AI
That border strip at the Rhine on used to be about moving atoms: coal, steel, troops, grain. Power equaled tonnage times timetable. Rail, river, and road were the operating system of empire. Whoever scheduled the trains won the war. Now
Morrissey’s politics and his lost album
Alert! New album coming soon. Seymour Stein signed The Smiths on first listen in 1982ish and then Morrissey solo at the first opportunity. Here’s the discussion on them with the legendary A&R man who also signed Madonna, The Ramones, Depeche
Morrissey’s politics and his lost album
Alert! New album coming soon. Seymour Stein signed The Smiths on first listen in 1982ish and then Morrissey solo at the first opportunity. Here’s the discussion on them with the legendary A&R man who also signed Madonna, The Ramones, Depeche
Is Tesla overvalued?
TESLA AT ~300X P/E — HISTORICAL CONTEXT WITH AMAZON, APPLE, MSFT, NVIDIA (All text preserved, no rich formatting, headings in CAPS) AMAZON (AMZN) Peak valuation moment: Peak P/E (TTM): approximately 563x Dec 2015 quarter: P/E 563.23 with price $33.79, EPS
Is Tesla overvalued?
TESLA AT ~300X P/E — HISTORICAL CONTEXT WITH AMAZON, APPLE, MSFT, NVIDIA (All text preserved, no rich formatting, headings in CAPS) AMAZON (AMZN) Peak valuation moment: Peak P/E (TTM): approximately 563x Dec 2015 quarter: P/E 563.23 with price $33.79, EPS
Developers, developers, developers!
That famous line is now Basketball, basketball, basketball. In this interview, Ballmer quite rehabilitates what I thought about his tenure at MSFT: the age of Azure (he owns more of MSFT than Bill Gates.)
Developers, developers, developers!
That famous line is now Basketball, basketball, basketball. In this interview, Ballmer quite rehabilitates what I thought about his tenure at MSFT: the age of Azure (he owns more of MSFT than Bill Gates.)
New states, no states vs United States
Balaji at Network School: “we think the government should be 5% of GDP Vs the US (what would you zero out?) Federal spending is about 23–24% of U.S. GDP in recent years. Think of it as a big, lopsided pie
New states, no states vs United States
Balaji at Network School: “we think the government should be 5% of GDP Vs the US (what would you zero out?) Federal spending is about 23–24% of U.S. GDP in recent years. Think of it as a big, lopsided pie
Vitamin D = NBD
Vitamin D. Stop taking it. The last 20 years were a lot of talk about Vitamin D. In the end, it’s pointless to take it (though it doesn’t hurt, except your pocketbook.) Scientific American roundup and deep dive article. https://archive.ph/XuZ40
Vitamin D = NBD
Vitamin D. Stop taking it. The last 20 years were a lot of talk about Vitamin D. In the end, it’s pointless to take it (though it doesn’t hurt, except your pocketbook.) Scientific American roundup and deep dive article. https://archive.ph/XuZ40
Taurine and happiness
I think it’s an overlooked miracle drug. Taurine’s Interaction with GABAergic Signalling Taurine is a β-amino sulfonic acid abundant in brain tissue and acts as a neuromodulator. It binds and activates certain subtypes of the GABA_A receptor (ionotropic inhibitory receptor)
Taurine and happiness
I think it’s an overlooked miracle drug. Taurine’s Interaction with GABAergic Signalling Taurine is a β-amino sulfonic acid abundant in brain tissue and acts as a neuromodulator. It binds and activates certain subtypes of the GABA_A receptor (ionotropic inhibitory receptor)
What to know about Tylenol, Folate, Autism (it’s fevers)
Lots of noise lately: RFK, Trump, Tylenol, folate, autism. Even GSK got pulled in. The Harvard/MIT crowd I read says: the Tylenol link is weak. Moms take Tylenol because they’re sick, and it’s the fever itself that’s more strongly tied
What to know about Tylenol, Folate, Autism (it’s fevers)
Lots of noise lately: RFK, Trump, Tylenol, folate, autism. Even GSK got pulled in. The Harvard/MIT crowd I read says: the Tylenol link is weak. Moms take Tylenol because they’re sick, and it’s the fever itself that’s more strongly tied
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