Archive

Archive

Every public article on this site, newest first. 23 pieces. Publish and updated dates also appear in the JSON Feed.

1. From Chatbot to Teammate: What a Small AI Team Can Actually Do in 2026

   Published November 13, 2026 · Updated November 13, 2026

2. One Share, a Dozen Businesses: A Map of What Tesla Actually Owns

   Published November 13, 2026

3. What a million-skill scrape can teach us about useful AI work

   Published October 23, 2026

4. AI security's next test is control, not hype

   Published October 23, 2026

5. SpaceX's Third Quarter of 2026: What the Filings Show

   Published October 21, 2026

6. The voice-agent race is really a handoff race

   Published October 20, 2026

7. The useful AI assistant is the one you can inspect

   Published October 20, 2026

8. Growth softened. Risk appetite did not.

   Published August 9, 2026

9. Moonshots EP275: Dario vs Jensen, Open Weights, U.S. AI Policy, and China/Global South Diffusion

   Published July 16, 2026

10. Moonshots EP270: Grok 4.5 vs GPT-5.6, Apple Sues OpenAI, and China Catches up to Elon

    Published July 10, 2026

11. Amazon and the Agentic Commerce Layer

    Published July 1, 2026 · Updated November 13, 2026

12. Bloom Energy and the AI Power Bottleneck

    Published July 1, 2026 · Updated November 13, 2026

13. Eli Lilly and the GLP-1 Platform Compounding Machine

    Published July 1, 2026 · Updated November 13, 2026

14. Jordi’s Market Framework: Momentum, Bitcoin, AI Power, and the Rotation Beneath the Surface

    Published July 1, 2026

15. Tesla and the Real-World AI, Energy, and Autonomy Stack

    Published July 1, 2026 · Updated November 13, 2026

16. Value Turnarounds, PayPal, and the Sleeper AI Payments Thesis

    Published July 1, 2026

17. Jordi Visser's June 2026 Market Framework

    Published June 1, 2026

18. The Tesla Semi thesis, written March 22, 2023

    Published March 22, 2023 · Updated November 14, 2026

19. The Starlink operations thesis, written May 18, 2022

    Published May 18, 2022 · Updated November 14, 2026

20. Moonshots EP270–275 Public Bundle

    Publish date not recorded

21. Moonshots EP271: Mira Murati's 975B Open Model, Ramin Hasani on Post-Transformer AI, and Demis' AI FINRA

    Publish date not recorded

22. Moonshots EP272: Urgent Update — AI Sputnik Moment: Kimi K3 Released w/ Emad Mostaque

    Publish date not recorded

23. Moonshots EP274: Jared Isaacman, Moon Base, Lunar Robotics, Nuclear Space, and Mars

    Publish date not recorded

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