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I thought so too at first but in the same timeframe I got 1'250 hits on my domain (stats form cloudflare dashboard where I have my domain registered), baseline is ~100/h so I assumed the del…

I tried to wrap my head around it here [1] and here [2] and still haven’t made up my mind about my investment thesis for 2026. The concentration and valuation of hyperscalers in the S&P500 does co…

The encryption requirement makes sense on paper, but it basically breaks the whole value proposition of SaaS. If you need true end-to-end encryption where the provider can't see plaintext, you lo…

I would love for this to work!

IMO here ML actually delivers the biggest benefit today: by developing a machine learning classifier based on morphological features rather than molecular markers, they've created a screening too…

Appreciate the comment!! Even if just anecdotally - you mention loneliness etc. - did you experience any negative (particularly emotional) side effects?

The property crisis and domestic consumption issues are real constraints, but I think the framework's point is that the calculus has shifted even if the alternatives aren't great. China'…

Good question on the USDCNY trajectory. I think it’s fair to assume that they manage this through capital controls rather than market forces, so the adjustment might play out differently than typical …

You're right that Russia was an outlier in 2022; but as others already said, the landscape has shifted considerably since then. The argument isn't that most countries face immediate sanction…

Good point about Europe holding most of the frozen assets (~$300B vs ~$5B in the US). But that actually reinforces rather than contradicts Pozsar's framework; it's not specifically about the…

Article behind Paywall; AI Summary: Kalshi Partners with StockX to Launch Prediction Market for Collectibles and Sneakers Kalshi, a prediction market platform, has teamed up with sneaker marketplace S…