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Wish You Were Here

AI can tell you everything about the moai. It can't tell you what it's like to stand in front of one. That gap is where the value went.

Nov 12, 2026

Don't Stop Believin'

Anthropic walked its IPO down $600 billion on purpose. A tired market wanted a reason to dance, and this is how you give it one.

Nov 11, 2026

Blast Radius

One man's affair cost Nvidia $192 billion on a day the rest of the market ripped. That's a blast radius the market knows how to price. The model running inside eleven thousand companies doesn't have a ticker.

Nov 10, 2026

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