DeepSeek Breaks the AI Paradigm
I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings.
Articles by Vitaliy Katsanelson
Letter from the Value Investing Mental Asylum or How I Embraced Stoics
The following is an excerpt from our recent client letter. A year ago, I called the stock market mood “partying like it’s 1999.” I was off by a year.
Tesla’s Stock Price Discounts Temporal Wormhole Into The Future
Tesla Inc (NASDAQ:TSLA)’s market capitalization just crossed $300 billion.