Oct 19, 2026
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2 min read
That's why humanoids matter more than any robot before them.
9 min read
CoreWeave’s credit stress and Anthropic’s funding test point to the same problem: tomorrow’s revenue doesn’t pay today’s bills.
Oct 17, 2026
1 min read
The five layers inside HOID.
Oct 16, 2026
HOID is live. Here's why I signed up.
Gold is more than 20% below its January peak. The question isn't just where gold goes next. It's who gets paid without running the mine.
Oct 15, 2026
A theme fund that isn't married to one theme.