Great Minds & Great Insights

Sharing great insights from great minds.

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Chips Kept Buying Bandwidth but DeepSeek-V4.1-Flash Stopped Spending It post image

Chips Kept Buying Bandwidth but DeepSeek-V4.1-Flash Stopped Spending It

When Wikilinks Stop Scaling: An Organizational Audit of My 18,000-Note Vault post image

When Wikilinks Stop Scaling: An Organizational Audit of My 18,000-Note Vault

Taste Is the Last Moat: Three Years Building an AI Investment Research System post image

Taste Is the Last Moat: Three Years Building an AI Investment Research System

From the Dishwasher to the Cosmos: AI's Great Debate on the Nature of Intelligence post image

From the Dishwasher to the Cosmos: AI's Great Debate on the Nature of Intelligence

The End of the "SQL Dream" : Encoding Tacit Knowledge as the New Corporate Sovereignty post image

The End of the "SQL Dream" : Encoding Tacit Knowledge as the New Corporate Sovereignty

What's More Important: Buying Right or Buying Cheap? - The New Fundamental Law Defined by Hit Rate and Win/Loss Ratio post image

What's More Important: Buying Right or Buying Cheap? - The New Fundamental Law Defined by Hit Rate and Win/Loss Ratio

Jason - Reshaping Investment Analysis Workflow - The Efficiency Multiplier of Full-Context AI and Markdown in Obsidian post image

Jason - Reshaping Investment Analysis Workflow - The Efficiency Multiplier of Full-Context AI and Markdown in Obsidian

A16z - Alex & Justine - The Future of Shopping and Search in the Age of AI - E-commerce Disruption and Business Model Evolution post image

A16z - Alex & Justine - The Future of Shopping and Search in the Age of AI - E-commerce Disruption and Business Model Evolution

Jason - Finding Value in a Stochastic World: Constructing an Investment Framework post image

Jason - Finding Value in a Stochastic World: Constructing an Investment Framework

Nomad Investment Partnership: Decoding the 921.1% Returns with 'Scale Economies Shared' and Behavioral Edge post image

Nomad Investment Partnership: Decoding the 921.1% Returns with 'Scale Economies Shared' and Behavioral Edge

Borrowed Blog Post - Yage - Management of AI - Your Most Significant Career Promotion post image

Borrowed Blog Post - Yage - Management of AI - Your Most Significant Career Promotion

Youtube Podcast - Pieter Levels - Why a Stripe Link means much more than a payment solution post image

Youtube Podcast - Pieter Levels - Why a Stripe Link means much more than a payment solution