Declarative Statements

Computer Love

w.305 | Software Market, Cleverness, PC Redemptions, Originals & Meaningful Books

Apr 6

4

March 2026

God Must Be Doing Cocaine

w.304 | Geography of Ambition, Taxpayers Migrating, and End of Services

Mar 23

6

I Know How To Speak

w.303 | Private Credit, Blue Owl, SpaceX, Nasdaq, Math Standards & Grift Math

Mar 15

4

Amarillo by Morning

w.302 | Claude, AI, Political, Death by VC, The Services Masquerade & Third Eye

Mar 1

6

2

February 2026

How It's Done

w.301 | Deloitte, Fraud, Tech Trends, Software, End Game, DeSocial & ParentTech

Feb 9

6

3

January 2026

What Becomes Of The Broken Hearted

w.300 | Donn's Depot, American Resilience, Bison, Carney, More of the Same, & Metals

Jan 25

1

2

1

Spin The Wheel

w.299 | PE Operator, Market Outlook, a16z, Psychedelics, Citizens & Clean Ammonia

Jan 11

6

2

Video Killed The Radio Star

w.298 | Startup Data, VC, Dan Wang, Authenticity, Stone Ridge, & AI Learning

Jan 4

5

December 2025

Good Day

w.297 | Long Degeneracy, Stock Targets, Active vs Passive, Silver & Gold, & Impact Mafia

Dec 28, 2025

6

What It's Like

w.296 | Luminar, Market Outlooks, Crypto, Duolingo, Buffett, Future of Doctors & Market for LLMs

Dec 21, 2025

5

2

How Bizarre

w.295 | Marks Memo, Private Credit, GenZ, Enterprise AI, Decline of Reading & Monster Romance Bait

Dec 14, 2025

7

3

What Ever Happened?

w.294 | SPVs, Social Signals, OpenAI, Inference Cost, Mag7 Winners, & Vibecession.

Dec 7, 2025

6

2