Update: I’ve moved to @TengYanAI to align with my work at Chain of Thought AI. That’s where you’ll find my analysis threads, research notes, and newsletter drops Come say hi there. Wouldn’t be the same without you. 🖖

"you win by finding the one vector where you’re genuinely alpha…taste, insight, storytelling, capital allocation, whatever. & you compound the hell out of it until it turns into a monopoly." love this from @signulll

you know we're in a hype cycle when people start creating prediction markets to guess someone's medical diagnosis on @ManifoldMarkets