What AI is actually worth
Last summer, researchers from Stanford made a striking claim in a Wall Street Journal op-ed: Americans captured roughly $97 billion of value from generative AI tools like ChatGPT in 2024, while the...
Last summer, researchers from Stanford made a striking claim in a Wall Street Journal op-ed: Americans captured roughly $97 billion of value from generative AI tools like ChatGPT in 2024, while the...
There is a tool called cmux, built specifically for what I do. It is a native macOS app built on libghostty (the same rendering engine as Ghostty, the terminal I already use), has 13.9k stars on Gi...
Polymarket, the largest prediction market in history, achieves 73-94% accuracy forecasting real-world events. It outperforms polls, pundits, and models. It called the 2024 presidential election whe...
A large AI model is running on a laptop. It generates text faster than most people read. It writes code, reasons through math problems, and holds nuanced conversations. None of the data leaves the ...
Most people treat Claude Code as a code generator. Type a prompt, get a function, move on. That works, but it leaves most of the tool’s value on the table. The real leverage is in the configuration...
Paylocity (PCTY) was a $17 billion company in November 2021. Today it is worth about $6 billion. The stock has fallen 65% from its all-time high of $314.50 to roughly $109. The decline coincides w...
eToro went public in May 2025 at $52 per share. Nine months later, it trades around $33. The company is profitable, holds $1.3 billion in cash with no financial debt, and generates 34% free cash fl...
Adobe’s stock is down roughly 20% over the past three years while Microsoft gained 50% and Shopify nearly tripled. The market has re-rated Adobe as an AI disruption victim. I spent time digging thr...
I had a thought recently: “LLMs have insights but not foresight.” It felt true, but I wanted to understand why. So I went deep on it, and ended up touching on emotions, robot bodies, and what it ac...
Everyone building or investing in AI is making a bet on the same thing: that models will keep getting better. Scaling laws are the mathematical framework for evaluating that bet. Here’s what they a...