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Cost of Capital
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- AI at Discount ·
- GPU Spot Prices Surge 114% in Six Weeks ·
- The Beginning of Scarcity in AI ·
- The 12x Bet on AI ·
- The Economy Called. Your AI Strategy Has to Answer.
- 12 Predictions for 2026 ·
- Bubble Trouble
- Budgeting for AI in Your Startup ·
- Secret Diary of a Hedge Fund Allocator
- Life in Taiwan: How Life Insurance Companies Reshape Global Finance
- Bond Vigilantes: How Government Bond Markets Constrain Policy and Corporate Strategy
- Trading Catastrophe
- I Use AI 100 Times Per Hour: Cost-Benefit Analysis of AI Model Selection for Productivity ·
- I Use AI 100 Times Per Hour ·
- Profit Dollars per GPU Dollar: Cloud Provider Capital Efficiency and AI Infrastructure Economics ·
- Will We See a Better Exit Market Next Year? ·
- Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift ·
- The Price of Risk: Equity Risk Premiums and Market Valuation ·
- Musings on Markets: Data Update 6 for 2023 — A Wake-up Call for the Indebted ·
- Clouded Judgement 2.24.23 - Is the Consumer Really that Strong?
- Musings on Markets: The Earnings Test ·
- The Four Horsemen of the Tech Recession ·
- Musings on Markets: Data Update 3 for 2023 — Inflation, Interest Rates, and the Cost of Capital ·
- Musings on Markets: Data Update 2 for 2023 — A Rocky Year for Equities ·
- Clouded Judgement 1.13.23 - CPI Update and Early Look at '23 Budgets