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The Latency of Truth and The Big SaaS Rotation
The Index is a hallucination
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The Inference Singularity
Jan 9
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Sand2Server
36
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Uber
Jan 22
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Sand2Server
21
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The Map is Not the Territory: Why GAAP is a Simulation
Feb 8
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19
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The Owner’s Audit: Are You Investing or Gambling?
Jan 15
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13
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SILICON
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Uber
Why the market sees a taxi company, but the physics reveal a logistics monopoly.
Jan 22
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Sand2Server
21
12
10
The Inference Singularity
How Nvidia just bought the only technology capable of beating them.
Jan 9
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Sand2Server
36
9
6
CAPITAL
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The Map is Not the Territory: Why GAAP is a Simulation
Everything you read on a 10-K is an opinion. Here is how to decompile the financial operating system and audit the reality behind the ledger.
Feb 8
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Sand2Server
19
4
6
The Owner’s Audit: Are You Investing or Gambling?
The difference between a shareholder and exit liquidity is 20 questions.
Jan 15
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Sand2Server
13
6
7
SIGNAL
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KERNEL
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Sand2Server
Curious about Tech. Cautious about Hype. Tracking the full stack from Sand to Server. Written by an active investor. Educational only (Not Financial Advice).
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