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Saturday, 15 November, 2025

Friday, 14 November, 2025

Glenn Borok

The ARR Mirage In AI

Reaction Wheel | Jerry Neumann

Felice Kincannon

A Wealth of Common Sense | Ben Carlson

What If Things Are Better Than They Seem?

South Park Commons

What the SPC Member Residency?

Net Interest | Marc Rubinstein

Bubble Trouble 2

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Great AI Premium

99% Derisible | Yoni Rechtman

Important Narratives, Important Companies

Clouded Judgement | Jamin Ball

Clouded Judgement 11.14.25 - The AI Factory

Not Boring | Packy McCormick

Weekly Dose of Optimism #170

Thursday, 13 November, 2025