A story is a lie and a story is true
On stories, pitches, investing, startups, and why narratives matter.
Thinking out loud about finance, tech, and other compounding ideas
On stories, pitches, investing, startups, and why narratives matter.
Using Zipf's law and information entropy in the search for aliens
The tools that professional investors use
Explaining neural networks
On why investing, technology, and society are all games of relatives, not absolutes.
The margin trap of AI companies, value investing concepts, and tradeoffs
Kegan's theory of adult development
Walkthrough and questions about the beta