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11 September
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
Aligning with a party prevents you from ever having this (obviously correct) opinion. Trump's grifting (meme coin, selling early access to tweets, $5k bribes) is gross, unnecessary, and destroys confidence in markets and politicians. The Trump accounts are a fantastic achievement and could change millions upon millions of Americans' lives. Quoting @MebFaber The single worst trade I can think of: Sacrificing your mental independence and emotional health to align with a political party. Zero upside and massive downside. Try subbing out "ideas" for "party" in my favorite @AdamMGrant quote America Related
10 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
4 September
CEO of SafeGraph, host of the World of DaaS podcast, and author of the Summation newsletter; previously founded LiveRamp.
What do we do if moats are getting shallower? How should tech companies respond? moats are getting shallower. Used to be that you would build software and you build these really deep moats around it, make it very hard for customers to switch. but AI is increasing the power of the customer, making customers much more powerful because they can easily switch from one to the other. so how should you react if you're a tech company? If you think of the moats analogy, there are two types of ways of aligning your army: - You could be aligning your army to DEFEND, in which case you're building moats,… JavaScript Related
2 September
Investor and writer. Previously a partner at Andreessen Horowitz and a product leader at Twitter, Facebook, Snap and Microsoft. Writes essays and memos at sriramk.com.
great momentum from @finkd and @alexandr_wang. particularly excited by their upcoming open weights launch - we need more American open weight models at the frontier. America Related
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
1 September
Co-founder and CEO of 37signals, makers of Basecamp and HEY; co-author of Rework, Remote and It Does Not Have to Be Crazy at Work.
Another Basecamp update today! Now activity is condensed at the top of a project, and fully expanded at the bottom. Such a great way to just know what's been happening, daily, all the way back to day one. Simply scroll. Not on Basecamp yet? WHAT ARE YOU WAITING FOR? Dumping Mac OS for Omarchy? Keep up the momentum... Dump that pile of "the usual" work tools and replace them with Basecamp. Revolution's in the air my friends. Omarchy Related
21 August
Writes Strange Loop Canon, on the intersection of technology, economics and business — "building models of the world to understand these problem areas and to define them better".
20 August
Programmer, photographer and musician, best known for the Python Requests HTTP library and other Python tooling.
I wrote a new essay about a strange inversion in AI-assisted programming. Old-school programming made sustained attention the scarce resource. You entered a tight loop with the machine, and the difficulty itself kept you engaged. Agentic coding changes that. To reach the same intensity, you keep more work in flight, run more agents, and consume more inference. Flow becomes throughput, then the usage meter appears. There are legitimate economic reasons for limits. But when higher plans are explicitly sold as freedom from interruption, uninterrupted access to your own momentum becomes the produ… kennethreitz.org
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10 August
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
7 August
Co-founded Neuralink and founded Science Corp, which is building a retinal implant; writes about neural interfaces and biology.
9 July
Head of Instagram since 2018, previously head of Facebook's News Feed.
Their words
we were trying to build reels into stories because we were trying to build in the thing that was growing the fastest. But it was not a strong foundation.
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youtube.com
21 June
Freelance climate and energy analyst in Oslo, writing on Europe, the US and Australia; worked in the Australian renewables industry before that.
LLMs energy
Their words
Generative AI has no internal, designed momentum towards truth and accuracy (beyond the absurdly diminishing returns of energy-hungry multi-layered LLMs), but a person or an institution can (and should).
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ketanjoshi.co
3 June
Member of technical staff at Anthropic. He has led ML/AI teams at Amazon, Alibaba and Lazada, and writes about LLMs, recommender systems and engineering at eugeneyan.com.
Stronger models have made finding vulnerabilities easier, and the bottleneck has shifted to verification, triage, patching. Here are some lessons from working with security teams to address the new bottlenecks. claude.com
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27 May
Senior economist at the Foundation for American Innovation; writes Second Best, and was the Niskanen Center's director of social policy before that.
15 April
Co-founder of NVIDIA and, as of 2026, its chief executive; the company designs the GPUs most large AI models are trained on.
7 April
Scientist and writer on quantum computing, memory systems and metascience; co-wrote the standard quantum computation textbook and wrote Reinventing Discovery.
Their words
the point is that where we always get bottlenecked is where the the previous processes and and and heuristics don't apply. Right? Like that's almost sort of definitionally what causes the bottlenecks.
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22 March
Researcher on developer productivity; co-wrote Accelerate and the DORA research, and created the SPACE framework.
Their words
There were a handful of people probably managing a security review process or a launch process or a deployment process or, you know, sometimes reviews were a little slow and they got backed up. Well, now we just threw gas on the fire and so all of that is a problem.
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21 March
Writer on learning and skill acquisition; author of Ultralearning and Get Better at Anything, known for the MIT Challenge and the Year Without English.
Lesson Three: Rhythmic Productivity—A More Humane Way to Work https://t.co/Fr25MZlHgF Human energy and focus fluctuate, yet many productivity systems assume a steady state. This piece looks at how aligning work with natural rhythms can improve performance and sustainability. energy Related
13 March
Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.
Their words
So to scale compute further right there's some different bottlenecks this year next year uh but ultimately by 2829 the bottleneck falls to the lowest rung on the supply chain which is ASML right ASML makes the world's most complicated machine i.e. an EUV tool.
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2 March
Writes Strange Loop Canon, on the intersection of technology, economics and business — "building models of the world to understand these problem areas and to define them better".
28 February
Genomics researcher and writer on science, biotech and the culture of research.
Their words
Even if AI can help design more effective drugs, timelines will not compress until we solve the operational and regulatory bottlenecks of trials.
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writingruxandrabio.com
23 January
Design engineer and illustrator; makes visual essays on programming, anthropology and what language models do to the way people write.
22 January
Alignment researcher at Anthropic; co-led OpenAI's superalignment team until 2024, and writes Musings on the Alignment Problem.
20 December 2025
Professor at Wharton studying how people actually use AI, and author of Co-Intelligence. Writes One Useful Thing, where the claims are dated and testable because the thing they describe keeps changing under them.
22 August 2025
Writer and researcher on China, technology and industry; author of Breakneck, research fellow at Stanford, known for a widely read annual letter.
Arthur and I have a piece in the latest issue of Foreign Affairs — China’s technological momentum is driven by its gigantic investments in power, connectivity, and process knowledge The U.S. should make the same investments foreignaffairs.com
China America Related
2 August 2025
Runs global health R&D at Open Philanthropy; writes about the science and medicine that could exist and does not.
24 January 2025
Alignment researcher at Anthropic; co-led OpenAI's superalignment team until 2024, and writes Musings on the Alignment Problem.
9 December 2024
Energy and decarbonisation analyst; publishes an annual chart deck on the state of the transition, and was chief content officer at BloombergNEF.
18 July 2023
Writer and researcher on China, technology and industry; author of Breakneck, research fellow at Stanford, known for a widely read annual letter.
17 January 2023
Co-founded Neuralink and founded Science Corp, which is building a retinal implant; writes about neural interfaces and biology.
What is Heisenberg uncertainty, anyway? Like relativity, uncertainty is a deeply beautiful topic that is widely misunderstood. Many people are familiar with the idea that you cannot simultaneously know, for example, a particle’s position and momentum to perfe…
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24 November 2022
Theoretical physicist and philosopher, Homewood Professor of Natural Philosophy at Johns Hopkins and fractal faculty at the Santa Fe Institute. Writes the Preposterous Universe blog and hosts the Mindscape podcast.
Thanksgiving This year we give thanks for Arrow’s Impossibility Theorem. (We’ve previously given thanks for the Standard Model Lagrangian, Hubble’s Law, the Spin-Statistics Theorem, conservation of momentum, effective field theory,…
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