Recent Posts

“Conversational AI custom media eats traditional media” thesis

I’d let this thread seep into your cells before we continue. Ok, now you are…

3 days ago

if it feels good you’re too late

I was chatting with a friend this week who I’m so happy for it makes…

6 days ago

hacking hope

Jared Dillian has this great essay, The Reason We Do Everything, from earlier in the…

6 days ago

Moontower #334

In this issue: hacking hopeif it feels good you’re too latethe geometry of volatility scaling…

6 days ago

Using Geometry to See Why Volatility Scales With √t

I had Claude make me a custom chalkboard app for making math and investing tutorials…

1 week ago

Staring at an Option Quote

Taking a small punt on gold upside before the end of the year. You can…

2 weeks ago