What I'm Reading

Recent Reads

Sellantis - The Social Discovery App for Events and Experiences
Palantir’s Weirdest Book Recommendation
Mario Gabriele
8090 AI
Joseph Schumpeter and creative destruction
Base Power
1931: Debt, Crisis, and the Rise of Hitler
Tobias Straumann
Zipline - Drone Delivery
Analog in-memory computing attention mechanism for fast and energy-efficient large language models
Nathan Leroux, Paul-Philipp Manea, Chirag Sudarshan, Jan Finkbeiner, Sebastian Siegel, John Paul Strachan & Emre Neftci
Teaching LLMs to Plan: Logical Chain-of-Thought Instruction Tuning for Symbolic Planning
Pulkit Verma, Ngoc La, Anthony Favier, Swaroop Mishra, Julie A. Shah
Inside Google's Engineering Culture: Part 1
Gergely Orosz and Elin Nilsson
Inside Google’s Engineering Culture: the Tech Stack (Part 2)
Gergely Orosz and Elin Nilsson
Inflation Dynamics and its Sources in the Ottoman Empire: 1586-1913
Austro Hungarian empire collapse due to Inflation
The dollar: Calm before the storm?
Alasdair Macleod
Misery Index 2
Misery Index
Qing dynasty period inflation
Rain AI - We’re building the most energy efficient hardware for AI.
rate of first time home buyers
Biden’s Mortgage ‘Relief’ Fuels Higher Housing Prices
Allysia Finley
AI is polytheistic, not monotheistic
Balaji Srinivasan
Paradigm - a research-driven crypto investment firm
Extend-and-Pretend in the U.S. CRE Market
New York Fed
Top 10% of Earners Drive a Growing Share of US Consumer Spending
Fed ‘Third Mandate’ Forces Bond Traders to Rethink Age-Old Rules
Perceived Importance of College Hits New Low
Gallup
Grid Status - Navigate Complex Energy Markets
You should be rewriting your prompts
Hugging Face Deepsite - Code your website with AI in seconds
Sakana AI
Alpha Sense - Market Intelligence and Search Platform
Copilot Audio Expressions
Microsoft
Mirage Studio-Breakthrough video, without the bottlenecks
State of Crypto Market Outlook 2025:
21 Shares
The Electric Slide
Not Boring by Packy McCormick
Why 95% of AI Projects Fail and What Comes Next
Brian Lakamp
The Electric Slide - The history, 99% decline, and future of the Electric Stack with Sam D'Amico
Packy McCormick
What’s Happening to Wholesale Electricity Prices?
Brian Potter
An Engineering History of the Manhattan Project
Brian Potter
Without free speech, America is nothing
Noah Smith
Nvidia just spent over $900 million to hire Enfabrica CEO, license AI startup’s technology
AI-enabled drug discovery reaches clinical milestone
Posthog - Product OS
The mass adoption theory (Diffusion of Innovations)
Theory Is All You Need: AI, Human Cognition, and Causal Reasoning
Teppo Felin , Matthias Holweg
Why Language Models Hallucinate
Adam Tauman Kalai, Ofir Nachum, Santosh S. Vempala, Edwin Zhang
These ‘glass straw’ optical fibres could speed up the Internet
Nature
Vault 7
Phantom Crypto Wallet
Hyper Liquid - The Blockchain To House All Finance
The blockchain designed for payments
Tempo: The Blockchain Designed for Payments
Freestyle Watches - Shark
Jeremy Bentham
Average Price: Electricity per Kilowatt-Hour in U.S. City Average
FRED
Codex Labs
Ludwig Wittgenstein
Peace negotiations in the Russian invasion of Ukraine
CATL
Build native mobile apps, fast.
JitX - The Fastest Path to Higher Quality Circuit Board Design
Triips - Never pay full price for a flight again
Three Scenarios of How a U.S. Fiscal Crisis Could Harm Ordinary Americans
Avik Roy
Elise AI - AI for Real World Impact
Jeremy England
John von Neumann
Elting E. Morison - Gaston Bachelard and Epistemological breaks
Cirneco dell'Etna
China Came Ready for This Trade Fight, and the US Has a Lot to Learn
Tom Orlik, Eric Zhu, Jennifer Welch
The White House reportedly discussing taking a stake in Intel, sending shares climbing
Clare Duffy, Phil Mattingly
U.S. Government to Take Cut of Nvidia and AMD A.I. Chip Sales to China
Tripp Mickle
Political Representation Gaps and Populism
Laurenz Guenther
Kalshi - Prediction Market
Inq - Intelligent ink pens for your phone
Celestial AI Photonic Fabric Module at Hot Chips 2025
How Well Does the Money Laundering Control System Work?
Mirko Nazzari and Peter Reuter
Discovery and engineering of the antibody response to a prominent skin commensal
Djenet Bousbaine, Michael A Fischbach
“Sinister” Operation Choke Point 2.0 Still Very Much Alive, Says Nic Carter
Pedro Solimano
re-leased
Kiro Dev - Vibe Coding
Rural America is in crisis. One of America’s most provocative economists says the fix isn’t manufacturing—it’s something far less obvious
Eva Roytburg
The Less-Efficient Market Hypothesis
Clifford S. Asness
Emotive conjugation - russell conjugation
Stablecoins Are Growing, And The Visa Report Proves It
Laffer curve
Gaston Bachelard
“MICE”- the 4 pillars of CIA spy recruitment
Are Swaps Ringing a Warning Bell?
James Lavish
Independent analysis of AI
Building Canada
Blank Slate IO - Public ML
Netblocks - Mapping the Ingternet
Max Warburg - served on the board of the German Reichsbank
Paul Warburg - second vice chairman of the Federal Reserve
Russell conjugation or Emotive conjugation
My Reflections on Celebrating Bridgewater at 50 Years and Transitioning It to the Next Generation
Apple projects tariff costs will hit $1.1B next quarter
Enfabrica Unveils SuperNIC, Cuts Token Cost ‘In Half’
Free tools, prompts, and exercises to help your teams flourish.
SY Partners
Yosemite Bike Day

Recent Reads Cont.

California to defy Trump's tariffs to allay global trade fears
Internet Speech Will Never go Back to Normal
Jack Goldsmith
Dollar Inflation is Global Taxation
Balaji Srinivasan
De-Dollarization Is Happening at a ‘Stunning’ Pace, Jen Says
Matthew Burgess
White Noise
UK overtakes China as second-largest US Treasury holder
Financial Times
Quillette - Independent News
Airbound - Delivery
Amaretto - Santa Maria Al Monte
Lyre's Amaretti
Lovable becomes a unicorn with $200M Series A just 8 months after launch
Anna Heim
Coinbase’s new super app Base is a game changer—and could become a serious money maker
Jeff John Roberts
Watt Logic
Wealth, Virtual Wealth and Debt
The Great Taking
David Rogers Webb
The double-edged sword of a strong euro
Katie Martin
Taiwan’s double, double toil and trouble
FR
Gorgias
Sell more and resolve support inquiries with Conversational AI
AI 2027
Daniel Kokotajlo, Scott Alexander, Thomas Larsen, Eli Lifland, Romeo Dean
Enervit Magic Cherry
Anara - AI Research
Stein's Law
1922 peace dollar high relief
Himalayan Bowls
How Generations of Experts Built U.S. Power
Russia’s Largest Bank Sberbank Launches Structured Bonds Tied to Bitcoin
Eye on the Market
Michael Cembalest
Isaac Asimov The Last Question
Isaac Asimov
Bitcoin Energy Value
Bitcoin Production Cost
Trading View
Google Notebook LM
Creatify - Generate engaging marketing videos with AI-powered tools
Crazy Stupid Tech - With AI, the Future of Augmented Reality is in Your Ears
Om Malik
Journal of Controversial Ideas
Hicamp - Everywhere you want to camp
Verve - the most personal online grocery platform
Phia - best prices on fashion
Jony Ive and OpenAI Make a Long-Shot Bet to Kill the iPhone
Bloomberg
Build on Stripe with LLMs
Google introduces Shop with AI Mode with price tracking, agentic checkout, and virtual try-on
Ivan Mehta
Windows is getting support for the ‘USB-C of AI apps’
The Agentic Web and Original Sin
Ben Thompson
Tally Stick
The Tontine Coffee House - History of Finance
Weekly Commentary: Asian-Crisis-in-Reverse Feel
CFA Franc
How are US consumers and firms responding to tariffs?
Apollo Global Management
Impulse Labs Induction Stove top
NOVA Food App
The NOVA classification system: A critical perspective in food science
Rodrigo Rodrigues Petrus, Paulo José do Amaral Sobral, Carmen Cecília Tadini, Cintia Bernardo Gonçalves
Troll Kids - Robust outdoor clothing for children
Google - NotebookLM
The Intrinsic Values Test
Ecology Project International
BioLumen - Monch Monch - Absorb Sugar in the Gut
The Aztecs and the atlatl
The government doesn’t understand Meta
Alex Heath
Lookup Your Podcast RSS Feed
CBO - The Budget and Economic Outlook: 2025 to 2035
Stablecoins: Payments without intermediaries
A16Z
Foreign direct investment in China falls to lowest level in decades
Plastic List
Menlo Circus Club
Round Square - an international community of 260+ schools in 50 countries that collaborate on character education around six themes
Octalysis
Mode Mobile - Mining on the Smartphone
Bitcoin Infrastructure That Scales
Negative power pricing in the California Independent System Operator (CAISO)
How DC densified
Works In Progress
Exclusive: AWS, Accenture and Anthropic partner to accelerate enterprise AI adoption
Venture Beat
Nine Interesting Thoughts From Jensen Huang
EE Times
Veed - Make better videos faster. AI-powered video creation for teams
Poly Market - 2025 Recession
OpenAI Model context protocol (MCP)
Alternative Airlines
Systems Correctness Practices at AWS Leveraging Formal and Semi-formal Methods
The Studies Show - Episode 67: Seed oils
Stuart Ritchie and Tom Chivers
Targeting ageing with rapamycin and its derivatives in humans: a systematic review
Deborah J W Lee, MD, Ajla Hodzic Kuerec, MD, Prof Andrea B Maier, MD
YouTube Transcript
The S&P vs. major international markets (past six months):
Function Health - Own Your Health
Zeroe Caviar - Vegan / Vegetarian Caviar
Maple AI - Design & Create Intelligent Solutions - We build AI, Web, Apps, Core Platform and provide our own AI solutions to digitisz & automate your businesses
Alpine Touring - Spearhead Traverse
Energy prices - how the UK compares
Gareth Redmond-King
Turning Britain's Unused Wind Power into Bitcoin
Curtailcoin
Anthropic Economic Index
Anthropic
Gabriel's horn
Obscura VPN
Why UCIe is Key to Connectivity for Next-Gen AI Chiplets
Letizia Giuliano
Monolith: Real Time Recommendation System With Collisionless Embedding Table
Youlong Cheng
The Speed of Human Thought Lags Far Behind Your Internet Connection, Study Finds
Carl Zimmer
AI Won’t Replace Subject Matter Experts
Adam Kovac
A Bold New Twist on Optical Computing
Max Maxfield
Rapidus Semiconductor
Curta Project - Mechanical Calculator
Estate Sales
Bee Hive Estate Sales
America is losing the physical technologies of the future
Noah Smth
The Economy Has Failed the American People, But It's Taboo To Say Why
Charles Hugh Smith
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