Course research
8 min film
Investing in the AI Era · Episode 1
Everyone Knows AI Is the Future. So What Do You Actually Invest In?
You can be completely right about AI and completely wrong about the investment.
66 evidence · 15 refused · 64 sources
Collection
Investing in the AI Era
The research behind each episode — published with its evidence, its refusals and its falsifier, so the film can be short and the record can be complete.
14 episodes · all researched
Course research
9 min film
Investing in the AI Era · Episode 2
The AI Trade That Made Money — and Taught the Wrong Lesson
A profitable trade is not evidence that the reasoning was good, and a loss is not evidence that it was bad.
22 evidence · 13 refused · 20 sources
Course research
9 min film
Investing in the AI Era · Episode 3
NVIDIA Beats Earnings. Why Could the Stock Still Fall?
A company reports the past.
27 evidence · 14 refused · 24 sources
Course research
9 min film
Investing in the AI Era · Episode 4
AI Is Not a Chip Trade
A dollar of AI spending does not stop at a chip.
31 evidence · 9 refused · 28 sources
Course research
10 min film
Investing in the AI Era · Episode 5
The Boring Component That Became the Bottleneck
A bottleneck is not a property of a component.
57 evidence · 12 refused · 53 sources
Course research
9 min film
Investing in the AI Era · Episode 6
AI Eats Electricity — and Then the Grid Fights Back
"Electricity" is not one constraint.
53 evidence · 13 refused · 47 sources
Course research
8 min film
Investing in the AI Era · Episode 7
When AI Leaves the Screen: Robots, Autonomy and the Physical Economy
In the physical world you cannot buy the intelligence on its own.
38 evidence · 16 refused · 37 sources
Course research
8 min film
Investing in the AI Era · Episode 8
AI Can Cut Costs. What Happens to Workers — and Margins?
A cost saving is not a margin.
27 evidence · 16 refused · 22 sources
Course research
9 min film
Investing in the AI Era · Episode 9
AI Creates a New Attack Surface: Cybersecurity, Privacy and Trust
The AI attack surface arrived — just not where anyone was pointing.
85 evidence · 102 refused · 85 sources
Course research
10 min film
Investing in the AI Era · Episode 10
Why Did Six Different Stocks Move at the Same Time?
They were never six different stocks.
41 evidence · 16 refused · 29 sources
Course research
11 min film
Investing in the AI Era · Episode 11
China, Export Controls and the Policy Layer
An announcement is not a rule.
29 evidence · 13 refused · 26 sources
Course research
14 min film
Investing in the AI Era · Episode 12
The AI Bubble Everyone Knows Is Coming
A bubble is not a feeling everyone shares.
49 evidence · 79 refused · 47 sources
Course research
10 min film
Investing in the AI Era · Episode 13
Can AI Become a Better Investor Than You?
Markets pay everyone for carrying risk.
33 evidence · 20 refused · 20 sources
Course research
11 min film
Investing in the AI Era · Episode 14
The Market Becomes Your Curriculum
The thesis of the theses: under every film sat the same two questions, asked until they no longer needed the subject — compared with what, and as of when?
58 evidence · 18 refused · 50 sources
Beyond research
DowJo trains the judgment this research describes
Academy
A canonical finance school, taught concept by concept, belt by belt.
Open MentorJo investigates before answering, and cites what it finds.
Open PracticeDaily judgment reps on real markets — measured on your process, never on luck.
Open CommunityRooms where members compare reads under education-first ground rules.
Open