Essays
Long-form essays by C.W.K. — markets, AI, and the occasional aside on life. Newest first.
63 essays across 2 years
All essays · newest first
The Vanishing Point of Elegant AI
2025-12-14Probability Isn’t the Villain. Misuse Is.
2025-12-13When Even New Games Feel Like Traps - Soulsborne, Late Life, and the Vanishing Point of 1
2025-12-08The Great AI Subsidy: Why the Math Doesn't Math (Yet)
2025-12-01The Ultimate Alpha - The Time Protocol
2025-11-26INVESTMENT MEMORANDUM - THE LOGIC OF THE LONG GAME
2025-11-26The Moral Hazard Casino - Why I Walked Away From the Table
2025-11-24The Winter Is Coming
2025-11-21The Seed Must Come From the Market
2025-11-20The Silicon Furnace - Why You Can’t Subsidize Thermodynamics
2025-11-19Wikipedia in a GPU Encarta World
2025-11-18Berkshire Bought Google — And Why That Changes Nothing
2025-11-15This Time Is Different?
2025-11-15When BTFD Becomes Russian Roulette
2025-11-14Riddle for LLMs
2025-11-14Cash in an AI Bubble and Why I'm Sitting This One Out
2025-11-13Bubble with Eyes
2025-11-12When Investing Turns Into a Sport
2025-11-10Buy the Business, Not the Mascot
2025-11-09The Markets After the Red Wedding
2025-11-08
- The Vanishing Point of Elegant AI2025-12-14
- Probability Isn’t the Villain. Misuse Is.2025-12-13
- When Even New Games Feel Like Traps - Soulsborne, Late Life, and the Vanishing Point of 12025-12-08
- The Great AI Subsidy: Why the Math Doesn't Math (Yet)2025-12-01
- The Ultimate Alpha - The Time Protocol2025-11-26
- INVESTMENT MEMORANDUM - THE LOGIC OF THE LONG GAME2025-11-26
- The Moral Hazard Casino - Why I Walked Away From the Table2025-11-24
- The Winter Is Coming2025-11-21
- The Seed Must Come From the Market2025-11-20
- The Silicon Furnace - Why You Can’t Subsidize Thermodynamics2025-11-19
- Wikipedia in a GPU Encarta World2025-11-18
- Berkshire Bought Google — And Why That Changes Nothing2025-11-15
- This Time Is Different?2025-11-15
- When BTFD Becomes Russian Roulette2025-11-14
- Riddle for LLMs2025-11-14
- Cash in an AI Bubble and Why I'm Sitting This One Out2025-11-13
- Bubble with Eyes2025-11-12
- When Investing Turns Into a Sport2025-11-10
- Buy the Business, Not the Mascot2025-11-09
- The Markets After the Red Wedding2025-11-08