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
Topic
Corporate Margins
The line everybody watches, and what it can and cannot tell you.
4 notes
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 4
AI Is Not a Chip Trade
A dollar of AI spending does not stop at a chip.
31 evidence · 9 refused · 28 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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