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Even if AI would pay off big time near term, you still must pay volatility tax. Coin flip game: You invest $100. Heads you win 50%, tails you lose 40%. At every round you must bet …

I know him, I subscribed for a while. Even his paid content is lacking. I'm looking more Valens Research kind of analysis. SemiAnalysis is also good in the higher tier. ps. Being i…

Ever free newsletter and talking head spouts narratives like this free. If you want something that quantifies and gives actionable information, you must do it yourself or pay for i…

> They’re productive, they’re long-lived, they’re fungible, they’re flexible.” Nvidia chips last just 3-5 years in data center use.

Hindu expert, Shamanism expert, Catholic experts, Crystal healing expert, lets hear them all.

Your money in a pension fund.

Exact SVP is NP-hard, but LWE is not. Kyber/ML-KEM and Dilithium/ML-DSA) rely on approximate lattice problems, not exact ones.

If that result holds, ML-KEM, FALCON, FHE schemes would all stop being PQ algorithms. Back to the drawing board. ps. The author seems to be Simon's problem Simon https://en.wikiped…

SpaceX earnings have nothing to do with SpaceX valuation. If valued purely as a space and connectivity business, SpaceX’s enterprise value would be $250–$350 billion. Maybe 2–3x th…

https://www.cnbc.com/2026/07/31/leopold-aschenbrenner-situat...

$45 billion was AUM. The leverage was 4x or 5x of that and highly concentrated. Citadel bought $16 billion public portfolio with 10% discount.

Impressive.

New A350's has better air quality, higher humidity and cabin pressure, and these long haul flits have less seats to reduce weight .. but it's still brutal.

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As the article explains, it's not completely up to Musk. China is the second largest market for Tesla, and Tesla's highest-volume car assembly plant is Gigafactory Shanghai in Chin…