Archive

Moontower #301

Friends, Trading firms are Rand-pilled cloisters of libertarianism. Is it a self-serving post-hoc rationalization of meitrocracy that allows rich traders…

3 months ago

Moontower #300

My wife Yinh pinged Khe to see if he’d host a seminar for people interested in getting more mileage out…

3 months ago

Moontower #299

Friends, The following statements are simultaneously true: 1) You can do anything if you put your mind to it” is…

3 months ago

Moontower #298

Friends, I started to feel it over the break, but the feeling is inescapable after the past week. This has…

3 months ago

Moontower #297

Friends, A message for the 6th year in a row: As always around the holidays, Moontower is taking the next…

4 months ago

Moontower #296

Friends, If you are on X or just do a lot of investment-reading online, you are quite aware of the…

4 months ago

Moontower #295

Friends, First of all, here’s the slides I shared in this vid: I hope that video was helpful. I watched it again…

5 months ago

Moontower#294

Friends, I really hope to be helpful today so bear with me as this isn’t the rosiest way to begin.…

5 months ago

Moontower #293

Friends, The largest firms in the world's capex doesn’t lie. They’re all-in on AGI. Since the so-called hyperscalers are also…

5 months ago

Moontower #292

Friends, I really liked this listicle by Sasha Chapin: 50 things I know I was gonna do my usual thing…

6 months ago