
The Exponential Horizon
路2 min read
For those that have experienced atleast one market cycle, you build an instinct to be wary of price appreciation that greatly outpaces the historical rate. Seeing the Dot Com bubble, 2008 GFC, all the
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Rewind to November 30, 2022. OpenAI releases ChatGPT. Five days later: 1 million users. Two months later: 100 million. It was a starting shot heard around the world. The unprecedented user adoption
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Tom Lee's ETH Thesis is Retarded
Tom Lee's ETH thesis is one of the most retarded combinations of financially illiterate arguments I've seen from a well known analyst I've seen in a while. Let's break them down. Tom's thesis is
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