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
Topic
AI Infrastructure
Data centres, capital expenditure, power and the physical system behind the models.
6 notes
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
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 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
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
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
Other topics
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.
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