
Investing in the AI Era · Episode 6
AI Eats Electricity — and Then the Grid Fights Back
"Electricity" is not one constraint.
Topic
Judgment under uncertainty, with real capital on the line.
5 notes

Investing in the AI Era · Episode 6
"Electricity" is not one constraint.

Investing in the AI Era · Episode 7
In the physical world you cannot buy the intelligence on its own.

Investing in the AI Era · Episode 14
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?

Investing in the AI Era · Episode 13
Markets pay everyone for carrying risk.

Investing in the AI Era · Episode 10
They were never six different stocks.
Other topics
Beyond research
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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