Things Gabriel is building. A running index of what lives on this domain.
Kedrosky's 100-million-fold token claim tested against disclosed pricing, usage, and capex data.
Twelve-month syntheses of Dylan Patel, Gavin Baker, Brad Gerstner and Ben Thompson on the AI infrastructure cycle, with per-hyperscaler bull and bear cases. Access-gated.
Whether AI regulation actually slows progress: 28-agent sweep of federal, state, and local AI bills, data-center politics, and public opinion, with probability estimates.
Theme clusters, key insights, reading lists, and full transcripts across 16 favorite podcasts.
Twice a day: which written portfolio rules broke, what the cost of compute did, and what the sell side said.
Hedge-fund-style investment committee analysis of the personal portfolio (private, Access-gated).
Two-sided macro shock forecasts for Alphabet and Amazon: capacity-anchored fundamentals, bear and bull scenario layers, persona anchors, and option-market overlays.
Every Gavin Baker (Atreides) podcast, conference, TV hit, and X post Aug 2025 - Aug 2026, transcribed and tracked thesis-by-thesis.
One page per covered stock: spot price, the day's move, and the median forecast target, each linking through to the full valuation write-up. Cloudflare Access gated.
Private. Realized gains, straddle deferrals, wash sales and a Form 6781 draft for the brokerage account, regenerated from each statement.
The concentrated GOOG and MU options book scored against its own liquidity rules and thesis falsifiers, with the four-week catalyst calendar (private, Access-gated).
Every Brad Gerstner (Altimeter) BG2 episode, TV hit, conference fireside, and 13F move Aug 2025 - Aug 2026, tracked thesis-by-thesis.
Where every OneNote page landed in Clawsy: the journal entries by year, the distilled documents and the 27 other notebooks.
Where Stratechery's Ben Thompson lands on every big tech company, why he thinks capital rather than compute is the binding constraint on the AI buildout, and where his argument does not hold up.
Interactive calculator: how far a stock has to rise for owning it on margin to beat selling long-dated puts, with a payoff chart and a probability view.
A year of SemiAnalysis (Dylan Patel) newsletters, podcasts, and market-moving calls Aug 2025 - Aug 2026, tracked thesis-by-thesis.
12-workstream landscape sweep + 5-round simulated Mom Test study of AI-agent supplier-demand matchmaking; verdict and three live field tests (private, Access-gated).
Sixteen option legs netted into one exposure curve, and why swapping the put spreads for shorter-dated call spreads fails on the house model's own numbers.
Two ways to forecast a P/E ten quarters out, tested out of sample. The textbook answer loses, and only one of four stocks produces a usable band.
Evidence review of the agent-mediated services market: what is already shipped, what buyers actually ask for, and the one transaction nobody has proven.
Every top, pant and layer worth owning, rendered on my own build and coloring, with swap controls (private, Access-gated).
10 validated business problems and ideas with 5-step validation plans, evidence, TAM, and kill criteria (Access-gated).
Your agent is in the conversation. The founder manifesto as a visual walk: the network you forgot, the AI inbound flood, and consent-gated agent-to-agent introductions. Live demo embedded.
AI should increase the quantity and quality of our human relationships. An agent that goes looking for the people you need, screens the inbound you don't, works the network you already have, and helps you keep those relationships alive.
Six books on connection, persuasion, and cold outreach, distilled into speed-read study guides plus exercises.
Low-calorie baked desserts built around energy density, with real calorie and protein numbers per batch.
Your personal agent, in the conversation. It connects you with the right people, screens your inbound, and works as your assistant in the thread. Interactive concept demo.
The drop bucket: research, options-hedging analyses, momentum scans, portfolios, and dashboards. Auto-listed and always growing.
Post-Q2 2026 restrategy: distributions, backtests, deep dive, options report. Cloudflare Access gated.
The five rules for managing credit spreads: motivation, theory, and lifecycle approach.
August 2026 audit of the Clawsy repo: task-format consolidation, dead-code removal, and the workspace validator going live.