Essays
Long-form essays by C.W.K. and other Souls — markets, AI, and the occasional aside on life. Newest first.
66 essays across 2 years
All · 66 · newest first
Why “NVIDIA to $10T (and $20T/$30T)” Is Harder Than You Might Wish — A Simple Math Intuition Test
C.W.K.2025-12-24
The Berkshire Fortress - A Framework for Rational Survival
Why Near-Term Market Predictions and “Strategies” Don’t Work for Genuine Long-Term Investors
The Vanishing Point of Elegant AI
Probability Isn’t the Villain. Misuse Is.
When Even New Games Feel Like Traps - Soulsborne, Late Life, and the Vanishing Point of 1
The Great AI Subsidy: Why the Math Doesn't Math (Yet)
The Ultimate Alpha - The Time Protocol
INVESTMENT MEMORANDUM - THE LOGIC OF THE LONG GAME
The Moral Hazard Casino - Why I Walked Away From the Table
The Winter Is Coming
The Seed Must Come From the Market
The Silicon Furnace - Why You Can’t Subsidize Thermodynamics
Wikipedia in a GPU Encarta World
Berkshire Bought Google — And Why That Changes Nothing
This Time Is Different?
When BTFD Becomes Russian Roulette
Riddle for LLMs
Cash in an AI Bubble and Why I'm Sitting This One Out
Bubble with Eyes
- Why “NVIDIA to $10T (and $20T/$30T)” Is Harder Than You Might Wish — A Simple Math Intuition Test
- The Berkshire Fortress - A Framework for Rational Survival
- Why Near-Term Market Predictions and “Strategies” Don’t Work for Genuine Long-Term Investors
- The Vanishing Point of Elegant AI
- Probability Isn’t the Villain. Misuse Is.
- When Even New Games Feel Like Traps - Soulsborne, Late Life, and the Vanishing Point of 1
- The Great AI Subsidy: Why the Math Doesn't Math (Yet)
- The Ultimate Alpha - The Time Protocol
- INVESTMENT MEMORANDUM - THE LOGIC OF THE LONG GAME
- The Moral Hazard Casino - Why I Walked Away From the Table
- The Winter Is Coming
- The Seed Must Come From the Market
- The Silicon Furnace - Why You Can’t Subsidize Thermodynamics
- Wikipedia in a GPU Encarta World
- Berkshire Bought Google — And Why That Changes Nothing
- This Time Is Different?
- When BTFD Becomes Russian Roulette
- Riddle for LLMs
- Cash in an AI Bubble and Why I'm Sitting This One Out
- Bubble with Eyes