Finance & Markets¶

Macro analysis, AI capex dynamics, credit creation regime change, and investment strategy.

• 2026-02-09
  AI Augments Software, Not Replaces It: Why SaaS Won't Be Disrupted

  Tech Fund

  aisaassoftwaredisruptionenterprise-software
• 2026-02-08
  The Exponential Horizon: Why Short-Termism is Foolish Near the Singularity

  Andrew Kang

  singularityexponential-growthinvestment-strategyai-acceleration
• 2026-02-05
  There's Not Enough Money In The World: AI Capex as Inverse QE

  plur_daddy

  macro-economicsai-capexmarket-structureliquidity
• 2026-01-15
  Credit Creation Regime Change: From Central Banks to Private Sector

  Andy Constan (Damped Spring Advisors)

  credit-creationmoney-creationbusiness-cycleai-capex