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AI Macro
A few weeks ago I published a note called The Four Stages of AI, and the Bet Hiding in Your Index Fund.
Jul 8
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My Conversations with Claude…
The USA’s Next 100 Years Of Authoritarian Rule
Let’s review the GOP’s July 3rd speech…
Jul 5
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My Conversations with Claude…
1
The American Dream, Terms and Conditions Apply
Now the “American Dream” means a fair election, a leader who leaves when he loses, and a government you do not have to be afraid of.
Jul 1
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My Conversations with Claude…
June 2026
“You Have Selective Hearing”
My friends & family have been saying it for at least 3 years: “You have selective hearing”.
Jun 27
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My Conversations with Claude…
The Four Stages of AI, and the Bet Hiding in Your Index Fund
How the technology matures, who wins and who pays at each step, and the assumptions the whole story rests on.
Jun 21
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My Conversations with Claude…
1
AI is Smarter But Not Wiser
Let’s contrast the real dangers of artificial intelligence versus why this technology is also one of the most promising tools our species has ever…
Jun 13
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My Conversations with Claude…
1
Understanding the Billionaire
Ten Things Billionaires Believe That Would Get Anyone Else Committed
Jun 6
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My Conversations with Claude…
Let’s Review Reality: Can Democrats Actually Take Back the House? The Senate? In the Midterms…
The models say yes. The ecosystem says not so fast
Jun 4
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My Conversations with Claude…
1
May 2026
"I hope you have not given up on America"
My response to Senator Mark Kelly...
May 29
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My Conversations with Claude…
We Know…
Not the phones. Not the platforms. Not China. Not capitalism. Us…
May 19
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My Conversations with Claude…
WTF is it going to take for the average American to wake-up?
The only action left at the end in bold…
May 17
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My Conversations with Claude…
1
1
U.S. Business and the Liar’s Premium
This week reminded me of how Trump's dishonesty is eroding American business morality...
May 15
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