Open math

Tools

When you are reading or arguing

Something long or something contested, and not much time.

Read
Paste a link, an essay or a thread; get the argument, what it is missing, and the case against.

Before you commit capital

You hold a view on a company or a fund and want it stress-tested first.

What am I really buying?
Enter a ticker; get the bet, the return it could generate, and what breaks the thesis.
Build me the pitch
Name a company; the agent assembles a short, objective one-pager you can take to your own decision.
What does the market value the same?
Stack one basket of companies against another on live market caps, and see what the market prices as equal.
Run the thesis 10,000 times
Turn bear / base / bull ranges for growth, margin, and the exit multiple into the full distribution of fair value and return.
How a consumer AI subscription grows
Funnel, unit economics, and the distribution lever, for any consumer AI subscription.
Is your fund just the index?
Paste an ETF page or a portfolio filing; see how much of it a cheap tracker already holds.

Sizing the physical stack

Tokens, watts, land and dollars, in both directions.

Tracking the frontier

Where capability actually is, and what has already gone wrong.

Tools

When you are reading or arguing

Read

Before you commit capital

What am I really buying?

Build me the pitch

What does the market value the same?

Run the thesis 10,000 times

How a consumer AI subscription grows

Is your fund just the index?

Sizing the physical stack

What does an AI query cost?

Where the AI money goes

Where AI gets built: the infrastructure map

Datacenters in space: the unit economics

Tracking the frontier

Timeline to AGI

Past AI Fails Checklist

Bottlenecks: The AI Stack Game

Tools

When you are reading or arguing

Read

Before you commit capital

What am I really buying?

Build me the pitch

What does the market value the same?

Run the thesis 10,000 times

How a consumer AI subscription grows

Is your fund just the index?

Sizing the physical stack

What does an AI query cost?

Where the AI money goes

Where AI gets built: the infrastructure map

Datacenters in space: the unit economics

Tracking the frontier

Timeline to AGI

Past AI Fails Checklist

Bottlenecks: The AI Stack Game