note to the team - nov 12 It was always obvious or likely that the unwinding of the AI boom would start with Nvidia. It just never seemed possible that the catalyst would be so profoundly stupid as this. The AI capex trade is too interconnected and too much of that interconnecti…↗

How I write with AI: Bicycles for the mind vs motorcycles for the mid 1. Speak notes aloud (via wispr bc no desktop Claude voice mode) and brain dump, often with screenshots and/or prior essays. This is very useful to just get the most raw versions of an idea together without se…↗

Seed Investments Have to Be Reasonably Unreasonable. If something is reasonable or too obviously a good idea, assume it’s obvious to everyone else. Do something unreasonable. Be right.↗