Apr 8, 2026
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14 min read
One-sided deals are one-time deals.
NL
Apr 1, 2026
12 min read
This hidden state of water could explain why life exists
Mar 25, 2026
The idea that Robinhood colluded with hedge funds to "protect the elite"...
Mar 18, 2026
Gen Z first generation less cognitively capable than their parents
Mar 11, 2026
I asked for a haircut and it cut my head off
Mar 4, 2026
13 min read
From losing $3 billion a year to generating over $9 billion in free cash flow
Feb 25, 2026
11 min read
The Feel Good Edition
Feb 18, 2026
Today's letter is tech heavy! You have been warned!
Essay
3 min read
For a long time the AI conversation revolved around models: who has the smartest chatbot, the best image generator, the most impressive demo.
Feb 11, 2026
$650 billion AI arms race is officially in "pre-order a small country"
