Dispatches
Every dispatch, newest first.
005
Anthropic’s proposed TAM is unhinged, like, a lot
Anthropic is going to tell investors its addressable market is north of $30 trillion. It isn’t.
004
It’s not dot-com. It’s 2008
With AI everyone reaches for the dot-com comparison. But another one hits closer to home.
003
So, about market manipulation… (part II)
A case study of how Leopold Aschenbrenner’s fund exploded and it made us all a bit more relaxed.
002
So, about market manipulation… (part I)
Repeat after me, Johnny: my losses are my own fault, not the market’s. My losses are my own fault, not…
001
The autopsy of a day-trader
This is not a confession. It’s a forensic war story of how I fell in love with losing 70% of my savings.