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philguy.bsky.social
Writer, Analyst
16 posts 103 followers 174 following
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lithub.com/the-forgotte...

submitted 148 days ago • 0 comments

www.dissentmagazine.org/article/red-...

submitted 148 days ago • 0 comments

"I have never read a text that was more complex and fascinating in its rendering of historical actuality and change." Adam Tooze on Vasily Grossman's Stalingrad and Life and Fate. adamtooze.substack.com/p/chartbook-...

submitted 168 days ago • 2 comments

Been a long time but this review makes me anxious to reread Schwartz

submitted 171 days ago • 0 comments

www.dissentmagazine.org/article/grea...

submitted 171 days ago • 0 comments

fasterplease.substack.com/p/the-techno...

submitted 173 days ago • 1 comment

great to see one of my favorite NY School Poets remembered. Heard him read from his great I Remember poem at the Ear Inn Manhattan in the early 80s

submitted 184 days ago • 0 comments

Joe Brainard had a reputation for being the antithesis of the “tortured artist.” He also famously retired early, withdrawing from the art world in his thirties. A new collection of his letters offers a perspective on the short arc of his life and career.

submitted 186 days ago • 1 comment

Again from DeLong: "My view NVIDIA’s extraordinary market-cap gains are casting long shadows over its customers’ long-term profitability. Each extra $1.00 of its market cap is bad news for tech-sector profitability as a whole..."

submitted 184 days ago • 0 comments

But a few quotes:"My guess? NOT INVESTMENT ADVICE: When NVIDIA's fundamental equity value goes up by $1.00, the fundamental equity value of the tech sector as a whole goes down by -$.67. There is a positive consumer surplus offset."

submitted 184 days ago • 0 comments

Unfortunately no linking available (yet?) from substack. but worth checking out.

submitted 184 days ago • 0 comments

May well be, if AI's primary TAM is consumer market monetization, a la the internet or mobile. Perhaps the 1980s enterprise ramp of software, or the aerospace defense, tronics boom of the early 1960s will prove more apt analogies.

submitted 184 days ago • 0 comments

As LLMS reach a zero sum cul de sac, where tech broadly loses 67 cents in equity value for every dollar Nvidia increases.

submitted 184 days ago • 0 comments

Brad DeLong, in his Grasping Reality on Substack, responding to Katie Martin's article “AI stocks, what if this time is different” in the Financial Times makes a persuasive case for an impending, at least temporary, plateauing in the AI “wave”.

submitted 184 days ago • 0 comments

another signal back to the golden age of the 40s and 50s didn’t mean the 1940 and 50s

submitted 186 days ago • 0 comments

And just like that, Donald Trump gets away with his insurrection. Something that would have never happened in any other democratic country on earth. Astonishing.

submitted 189 days ago • 654 comments

dailyvoice.com/nj/trenton/i...

submitted 188 days ago • 0 comments