Essays

52 essays · migrated from the publish vault

AI · 3

Vanishing Point of Elegant AI2018-10-20
Riddle for LLMs2018-10-20
Probability Isn’t the Villain. Misuse Is.2018-10-20

Life · 2

When Numbers Break the Spell2018-10-20
When Even New Games Feel Like Traps - Soulsborne, Late Life, and the Vanishing Point of 12018-10-20

Market · 47

Wikipedia in a GPU Encarta World2018-10-20
Why “NVIDIA to $10T (and $20T or $30T)” Is Harder Than You Might Wish — A Simple Math Intuition Test2018-10-20
Why Near‑Term Market Predictions and “Strategies” Don’t Work for Genuine Long‑Term Investors2018-10-20
When Investing Turns Into a Sport2018-10-20
When BTFD Becomes Russian Roulette2018-10-20
This Time Is Different?2018-10-20
The Wrong Hole2018-10-20
The Winter Is Coming2018-10-20
The Ultimate Alpha - The Time Protocol2018-10-20
The Tragic Comedy of the Rerun2018-10-20
The Temporal Math of the Lost Decade2018-10-20
The Silicon Furnace - Why You Can’t Subsidize Thermodynamics2018-10-20
The Seed Must Come From the Market2018-10-20
The Red Cliff Lessons2018-10-20
The Quadruple Bind - AI success might destroy AI stocks2018-10-20
The Passive Lie2018-10-20
The Overbuild Diaries Part II2018-10-20
The Overbuild Diaries Part I2018-10-20
The Oracle of Omaha Paradox2018-10-20
The Only Winning Move2018-10-20
The Only Question a Rational Long-Term Investor Needs to Ask2018-10-20
The Moral Hazard Casino - Why I Walked Away From the Table2018-10-20
The Markets After the Red Wedding2018-10-20
The Market That Resets Every Morning and Remembers Nothing2018-10-20
The Market - A Dopamine Machine in a Suit and Tie2018-10-20
The Mad King Problem2018-10-20
The Great AI Subsidy - Why the Math Doesn't Math (Yet)2018-10-20
The Fourth K Insight2018-10-20
The Folly of FOMO and the People Who Sell It2018-10-20
The Expert’s Hedge2018-10-20
The Dopamine Tax2018-10-20
The Confirmation Paradox2018-10-20
The Bully Clown and the Silly Villagers2018-10-20
The Berkshire Fortress - A Framework for Rational Survival2018-10-20
Sisyphus Market2018-10-20
Never-Befores2018-10-20
Liquidity’s Late-Phase Law2018-10-20
INVESTMENT MEMORANDUM - THE LOGIC OF THE LONG GAME2018-10-20
How to Win Without Being Right2018-10-20
Cash in an AI Bubble and Why I'm Sitting This One Out2018-10-20
Capitulation of the Cautious2018-10-20
CAPE at ~40 - what it is, what it isn’t, and what it should change (now)2018-10-20
Buy the Business, Not the Mascot2018-10-20
Bubble with Eyes2018-10-20
Berkshire Bought Google — And Why That Changes Nothing2018-10-20
AI Transition Trap2018-10-20
A Confession of Fear — AI Boom, Shipyard Hopeium, and Honey-Butter Chips2018-10-20