Category Archives: Posts
Islands, not just condos
Dubai has always been innovative in real estate. Like a lot of desert spots (Las Vegas, Texas) the main business of the place is open space with open rules. One of the cooler things these days is they want to
Islands, not just condos
Dubai has always been innovative in real estate. Like a lot of desert spots (Las Vegas, Texas) the main business of the place is open space with open rules. One of the cooler things these days is they want to
What’s defensible in AI companies?
Azeem has a solid post about the bifurcation in AI companies. Some use tons of capital (the AI Labs) and some use little (the Apps and Agents). But how defensible are they? Arguably the cash invested alone makes for a
What’s defensible in AI companies?
Azeem has a solid post about the bifurcation in AI companies. Some use tons of capital (the AI Labs) and some use little (the Apps and Agents). But how defensible are they? Arguably the cash invested alone makes for a
Where health insurance came from
A great piece that explains why the US health system looks the way it does — the rise of hospitals and the very first prepaid plans, aka health insurance, in the early 1900s. Health Insurance in America : Throughline https://www.npr.org/2025/02/27/1234145475/health-insurance-in-america
Where health insurance came from
A great piece that explains why the US health system looks the way it does — the rise of hospitals and the very first prepaid plans, aka health insurance, in the early 1900s. Health Insurance in America : Throughline https://www.npr.org/2025/02/27/1234145475/health-insurance-in-america
The trade imbalance in Treasuries
The US imports a lot of stuff. But how does it pay for it? It pays with pieces of paper called Treasuries, that require their holders to get dollars, that make US currency very powerful. Plus other stuff that Balaji
The trade imbalance in Treasuries
The US imports a lot of stuff. But how does it pay for it? It pays with pieces of paper called Treasuries, that require their holders to get dollars, that make US currency very powerful. Plus other stuff that Balaji
Fewer PhDs
Universities have started cutting PhD admissions. I guess only 2% of SpaceX employees have PhDs, though that’s 2-3x the average company. Here’s Brian Leiter, who covers law schools and philosophy departments has been noting about how academia is faring lately.
Fewer PhDs
Universities have started cutting PhD admissions. I guess only 2% of SpaceX employees have PhDs, though that’s 2-3x the average company. Here’s Brian Leiter, who covers law schools and philosophy departments has been noting about how academia is faring lately.
Canada zags: a genuinely impressive and capable new leader for the world stage
Mark Carney, 59, has been elected leader of Canada’s Liberal Party, succeeding Justin Trudeau as prime minister. Born in Fort Smith, Northwest Territories, Carney earned a bachelor’s degree in economics from Harvard University and later obtained a master’s and doctorate
Canada zags: a genuinely impressive and capable new leader for the world stage
Mark Carney, 59, has been elected leader of Canada’s Liberal Party, succeeding Justin Trudeau as prime minister. Born in Fort Smith, Northwest Territories, Carney earned a bachelor’s degree in economics from Harvard University and later obtained a master’s and doctorate
Goldman Sachs quotes Lenin, to talk about Eurostocks and Euro VC
From Dan Dees’ newsletter this week There are decades where nothing happens, and weeks where decades happen – and 2025 increasingly feels like the latter. Since Monday, a flurry of US tariff announcements, tariff delays, and reciprocal tariffs from allies
Goldman Sachs quotes Lenin, to talk about Eurostocks and Euro VC
From Dan Dees’ newsletter this week There are decades where nothing happens, and weeks where decades happen – and 2025 increasingly feels like the latter. Since Monday, a flurry of US tariff announcements, tariff delays, and reciprocal tariffs from allies
AI vs “True” Chaos
AI models, especially deep learning-based ones, tend to perform well in structured chaos—environments where there is a high volume of data with underlying but complex patterns (e.g., financial markets, weather forecasting, protein folding). However, they struggle in true chaos—situations where
AI vs “True” Chaos
AI models, especially deep learning-based ones, tend to perform well in structured chaos—environments where there is a high volume of data with underlying but complex patterns (e.g., financial markets, weather forecasting, protein folding). However, they struggle in true chaos—situations where
How much of a rivalry is it? US military vs Russia and China and even European context (who’s #2?)
Here’s a detailed breakdown of U.S., China, and Russia’s military dominance by naval, air, and ground power across global theaters. Naval Power Projection • U.S.: 80% – 11 aircraft carriers, 68 submarines (including 14 nuclear ballistic missile submarines, SSBNs), 90
How much of a rivalry is it? US military vs Russia and China and even European context (who’s #2?)
Here’s a detailed breakdown of U.S., China, and Russia’s military dominance by naval, air, and ground power across global theaters. Naval Power Projection • U.S.: 80% – 11 aircraft carriers, 68 submarines (including 14 nuclear ballistic missile submarines, SSBNs), 90
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