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Midyear Portfolio Review: Valuations got more extreme, not less
(
philippdubach.com
)
2 points
by
7777777phil
3 days ago
|
past
|
discuss
65% of Hacker News Posts Have Negative Sentiment and They Outperform
(
philippdubach.com
)
6 points
by
Karrot_Kream
7 days ago
|
past
|
1 comment
Moving my blog stack to Europe (kind of)
(
philippdubach.com
)
1 point
by
7777777phil
10 days ago
|
past
|
discuss
Leopold Aschenbrenner: Situational Awareness Two Years On
(
philippdubach.com
)
2 points
by
7777777phil
14 days ago
|
past
Reconciling Enterprise AI Revenue
(
philippdubach.com
)
1 point
by
7777777phil
16 days ago
|
past
Natural Language Autoencoders: Inside Claude's Activations
(
philippdubach.com
)
6 points
by
7777777phil
24 days ago
|
past
Karpathy's Software 3.0 Playbook
(
philippdubach.com
)
2 points
by
7777777phil
35 days ago
|
past
|
2 comments
PRAGMA: Revolut's Foundation Model for Banking
(
philippdubach.com
)
2 points
by
7777777phil
39 days ago
|
past
Why Lilly's Weight Loss Pill Isn't a Peptide
(
philippdubach.com
)
2 points
by
7777777phil
40 days ago
|
past
Do Not Disturb My Circles
(
philippdubach.com
)
2 points
by
7777777phil
51 days ago
|
past
Ambiguity Aversion: Why Unknown Probabilities Create Mispricing
(
philippdubach.com
)
1 point
by
7777777phil
58 days ago
|
past
Three Kinds of Not-Knowing
(
philippdubach.com
)
4 points
by
7777777phil
61 days ago
|
past
On-Device AI Models Might Be the Next Reason to Upgrade Your iPhone
(
philippdubach.com
)
9 points
by
7777777phil
71 days ago
|
past
|
10 comments
The Last Architecture Designed by Hand
(
philippdubach.com
)
5 points
by
toomuchtodo
78 days ago
|
past
MCP vs. A2A
(
philippdubach.com
)
2 points
by
7777777phil
81 days ago
|
past
AI Commoditization: Open-Source Parity Is a Pricing Problem
(
philippdubach.com
)
2 points
by
7777777phil
86 days ago
|
past
AI Capex 2026: The $690B Arms Race and FCF Collapse
(
philippdubach.com
)
1 point
by
7777777phil
88 days ago
|
past
When AI labs become defense contractors
(
philippdubach.com
)
3 points
by
NickDouglas
3 months ago
|
past
Peter Thiel's Physics Department
(
philippdubach.com
)
4 points
by
turbocon
3 months ago
|
past
When AI Labs Become Defense Contractors
(
philippdubach.com
)
2 points
by
7777777phil
3 months ago
|
past
NOVO Was Europe's Most Valuable Company
(
philippdubach.com
)
1 point
by
7777777phil
3 months ago
|
past
The Absolute Insider Mess of Prediction Markets
(
philippdubach.com
)
4 points
by
Brajeshwar
3 months ago
|
past
|
1 comment
The Absolute Insider Mess of Prediction Markets
(
philippdubach.com
)
2 points
by
toomuchtodo
3 months ago
|
past
The Prisoner's Dilemma of Super Bowl Ad Economics
(
philippdubach.com
)
1 point
by
7777777phil
3 months ago
|
past
The Impossible Backhand
(
philippdubach.com
)
10 points
by
gmays
3 months ago
|
past
The Impossible Backhand
(
philippdubach.com
)
1 point
by
7777777phil
3 months ago
|
past
Manager Is Not the Problem
(
philippdubach.com
)
2 points
by
Brajeshwar
3 months ago
|
past
Why Managers Sabotage Top Talent: Harvard Study on Incentive Design and Status
(
philippdubach.com
)
3 points
by
7777777phil
3 months ago
|
past
February 2026 Software Sell-Off: The SaaSpocalypse Is a Pricing Error
(
philippdubach.com
)
2 points
by
7777777phil
3 months ago
|
past
|
1 comment
Don't Go Monolithic; the Enterprise Agent Stack Is Stratifying
(
philippdubach.com
)
2 points
by
7777777phil
3 months ago
|
past
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