Archive - Declarative Statements

w.281 | Figma, AI Bubble (?), CapEx, Profitability, & Conscientiousness

Aug 10

w.280 | BLS Data, Expensive equities, AI is Polytheistic, & Inflation

Aug 3

July 2025

June 2025

I Ran (So Far Away)

w.276 | Blend, Business Transition, Stripe, Alpha School, Value vs. Growth, & These Memories Do Not Belong To Us

Jun 29

Never Gonna Give You Up

w.275 | Trend Breaks, EMW, Marks Memo, AI Rollups, Circle, & End of Search

Jun 22

Sugar, We’re Goin Down

w.274 | Gurley, Liquidity, Money Stuff, Cash vs Equity, Tariffs, & Rogoff

Jun 15

Diamonds and Rust

w.273 | Market Research, Alts, Knowledge Systems Collapse, Omada, DOGE, & Charts

Jun 8

May I Have This Dance

w.272 | AI Charts, Asia's US bet, Abundance, and Homebuying

Jun 1

May 2025

Ndokulandela (I Will Follow You)

w.271 | Crypto, Enterprise Software, Yields, Standardized Tests, AI Implications, & South Africa

May 25

Everybody's Gotta Live

w.270 | Chris Hohn, 401ks, Restaurant Patterns, Duolingo & America against America

May 18

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