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Tren Griffin
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Even if you have an IKON season pass for skiing from Alterra like me you won't get a friends and family allocation in the Altera IPO.
skiing allocation season
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20 September
Economics writer; author of the Noahpinion newsletter.
Star Trek: Strange New Worlds got really stupid this season. It's like the creators decided that the basic Star Trek premise is totally played out, and just decided to do silly fun stuff with their remaining budget. Related
19 September
American science fiction novelist (Old Man's War, Redshirts, The Kaiju Preservation Society); has run the blog Whatever since 1998.
If it's a signed first edition it's not entirely out of line, but otherwise you can just come to one of my signing events and I'll sign your copy for free, or for the holiday season call my local bookstore and order a copy there and I'll sign/personalize it and then they'll ship it off. Quoting @msudogsrule.bsky.social Hey @scalzi.com … seems a bit steep? Related
18 September
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
People do things like buying groceries and see inflation. Ouch. Bonds don't seem like a good bet to compensate for price increases. On the margin, people dial up their allocation to stocks. Of course, many other factors are involved since markets are complex adaptive systems. Quoting @awealthofcs This year: Mortgage rates have gone from 6% to 7% 10 year Treasury yields: 4% to 5%. Inflation: 2.4% to 3.4%. Oil prices from less than $60/barrel in Jan to >$100/barrel And the stock market is up double digits but valuations are falling Why? inflation Related
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
Their words
Chokepoint risk does more than spike the spot price for a season. It re-prices geography permanently: it redirects the next decade of pipeline and terminal investment and hands a windfall to whoever sits on the alternative route.
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braddelong.substack.com
16 September
Forecaster, founder of FiveThirtyEight, author of The Signal and the Noise and On the Edge. Writes Silver Bulletin, where the predictions come with numbers and the numbers are later checked against what happened.
Founder and editor of ToolGuyd, a tool review site covering power tools, hand tools, workshop equipment and EDC gear. He writes under his first name on the site.
15 September
Writer and developer; runs Waxy.org, co-organises the XOXO festival, and was the first CTO of Kickstarter.
Thinky Dailies — charming ever-changing collection of free daily puzzles, now in its fourth season Related
14 September
Machine learning engineer and consultant focused on RAG and retrieval systems. He writes about applied AI engineering at jxnl.co and is the author of the instructor library.
ChatGPT gift cards are live in the US! Gift cards give people a new way to share ChatGPT with friends and family. They also bring ChatGPT to the places people already shop for gifts, ahead of the holiday season. Recipients redeem their card at https://t.co/oX1jDGtz1t to add funds to their wallet, then use the balance for eligible subscriptions, renewals, and usage-credit purchases on ChatGPT web. Redemption is currently available in the US for accounts billed in USD. OpenAI Related
Economist at George Mason University, co-author of Marginal Revolution, host of Conversations with Tyler. Writes in short, dense claims about economics, culture and AI, and has moved position on AI in public more than once.
13 September
Entrepreneur and founder of Blueprint. Publishes a detailed, freely available longevity protocol documenting the food, supplements, devices and measurements he uses on himself.
Capability vs. Safety resource allocation: Nuclear: 60/40 Aviation: 60/40 Medical devices: 20/80 AI: 99/1 Do I understand the situation correctly? Related
Management writer; co-author of In Search of Excellence (1982) and author of The Excellence Dividend.
Football season is upon us. The Baltimore Colts and the SF 49ers were my football loves for decades. This summer, friends forced me to watch full World Cup soccer matches. I fell in love with soccer. Our football look pretty puny by comparison. Related
11 September
Criminal defence lawyer in New York; writes Simple Justice, mostly about how criminal law works in practice rather than in theory.
Seaton: And Now, Sports Football season is here again, friends! The stadiums are packed with cheering fans, parking lots are full of tailgaters, and somehow I’ve once again decided the actions of a bunch of young men aged 18-23 will decide my…
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9 September
Forecaster, founder of FiveThirtyEight, author of The Signal and the Noise and On the Edge. Writes Silver Bulletin, where the predictions come with numbers and the numbers are later checked against what happened.
3 September
British historian, translator and broadcaster; author of Rubicon and Dominion, and co-host of The Rest Is History podcast.
I finish a rehearsal with @MarinaHyde for the must-see show of the season - THE REAL HOUSEWIVES OF REGENCY LONDON!!! Lady Melbourne! Lady Nelson! Lady Hamilton! Jane Austen! Plus - Lord Byron’s ultimate ex!!! Related
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
Apple's market cap was about $351–360 billion when Steve Jobs died. On September 1, 2026, Tim Cook's last day as CEO, it was $4.75 trillion. When Ballmer handed over to Satya Nadella in Feb 2014, Microsoft market cap was about $315B. It’s $3.7 trillion now. Similar outcome with Sam Walton and Wal-Mart. It went the other way with GE and Jack Welch. So, it cuts both ways, and I think the deciding factor is whether the underlying business quality, moat, and capital-allocation discipline survive the transition intact. Quoting @menakadoshi The events at HDFC Bank confirm two of my worst suspicions. One, celebrity founders and CEOs often leave behind a leadership vacuum. As the adage goes, nothing grows under a banyan tree. India is witnessing that more frequently as part of the great handover from post-liberalization leaders to the n… Related
30 August
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.
I kinda hated S1 of Tires It just didn’t work and wasn’t very good Gave S2 a try and thought it was very funny Just finished S3 and I absolutely loved it Funny, creative & weird The season finale is one of the best TV episodes I’ve watched in a while Bravo Shane Gillis Related
26 August
Staff writer at The New Yorker, where he writes the Infinite Scroll column, and author of Filterworld and The Longing for Less.
We’ve officially moved from subletting my apartment season to looking for a sublet season, that’s how you know summer is over Related
20 August
Writer on happiness, habits and human nature. Author of The Happiness Project, Better Than Before and The Four Tendencies, and host of the Happier with Gretchen Rubin podcast.
12 August
Usability pioneer; co-founder of Nielsen Norman Group and founder of UX Tigers; author of the ten usability heuristics and of Jakob's Law.
8 August
Economist at George Mason University, co-author of Marginal Revolution, host of Conversations with Tyler. Writes in short, dense claims about economics, culture and AI, and has moved position on AI in public more than once.
Their words
I usually do not enjoy poetry in translation, but this is so fiery and full of passion that I am happy to recommend it.
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marginalrevolution.com
4 August
Epidemiologist; founded Your Local Epidemiologist in March 2020 to translate public-health science, and consults for organisations including the CDC.
17 July
Climate scientist and energy systems analyst; writes The Climate Brink with Andrew Dessler and leads climate research at Stripe.
30 June
Writer on happiness, habits and human nature. Author of The Happiness Project, Better Than Before and The Four Tendencies, and host of the Happier with Gretchen Rubin podcast.
Statistician at Carnegie Mellon; writes on complex systems, machine learning and inference, and has kept a books-read notebook since 2000 that is now thousands of entries long.
Their words
Comparing this to The Fifth Season, it is striking how different two fantasy novels about worlds over-supplied with natural disasters, and the people with the psychic gifts to stop those disasters with their minds, can be in tone and execution. This is immensely fluffier, but it has no pretensions to be anything except candy, and succeeds as such.
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bactra.org
18 June
Climate journalist; founded HEATED in 2019 after reporting on climate at The New Republic and ThinkProgress.
7 June
Creator of the iPod and co-creator of the iPhone at Apple, founder of Nest, and author of Build.
Their words
So, you know, like what's called fast fashion, we got fast software. But software, if you're going to build a real company, can't be throwaway.
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youtube.com
31 May
Web infrastructure engineer and standards editor; chaired the IETF HTTP working group and co-authored core HTTP and Atom specifications.
OH in coffee shop: “The final season of America is riveting.” Response: “But we’ll be disappointed with the finale. Just like Game of Thrones.” America Related
20 May
Writer on happiness, habits and human nature. Author of The Happiness Project, Better Than Before and The Four Tendencies, and host of the Happier with Gretchen Rubin podcast.
How to Design Your Summer Have you ever felt, toward the end of a summer, that you wished you’d done more with the season? The writer Robertson Davies, put it well: “Every man makes his own summer. The season has no character of its own, unless…
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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
TSMC is much more excited to give allocation to Graviton than they are to tranium because they view CPU business as more stable long-term growth right and as a company that is conservative and doesn't want to ride cycles of growth too hard you actually want to allocate to the uh the market that is more stable and lower growth rate first before you allocate all the incremental capacity to the fast growth rate market.
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youtube.com
2 February
Game developer and moral philosopher; made QWOP, GIRP and Getting Over It, and teaches at the NYU Game Center.
26 January
Neuroscientist and novelist writing on consciousness, artificial intelligence and culture in the newsletter The Intrinsic Perspective.
29 December 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
This was the first year in a long time that the US stock index (VTI) got trounced by International stocks (VXUS). I was shocked by this difference: VTI: +18.6% VXUS: +33% (!!) This was good for my @Betterment account, which holds about an allocation of non-US stocks and has thus lagged a US-only portfolio for a while. Even after this run, VXUS is much cheaper, trading at a P/E ratio of 17 (and paying a 3.6% dividend) versus our ~27 ratio for the US index which a paltry 1.1 dividend. Will the outperformance continue in the coming years to help these two competitors even back out? Historically… Related
21 December 2025
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.
Their words
I’ve heard numerous sportswriters call Halberstam’s chronicle of the Portland Trailblazers’ 1979-80 season the best sports books ever written.
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awealthofcommonsense.com
14 December 2025
Writer living in Brooklyn and former Man Repeller features director; writes the weekly newsletter Maybe Baby on culture and consumption.
Their words
The Broken Earth Trilogy by NK Jemison (The Fifth Season, The Obelisk Gate, The Stone Sky): Triple-Hugo winner. Stunning world-building. Really fun to escape into a series—haven't done that in years.
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haleynahman.substack.com
12 December 2025
Environmental writer and campaigner; author of Six Degrees, The God Species, Seeds of Science and Our Final Warning.
Is it over for nuclear? As the renewables + batteries electro-tech clean energy revolution gathers pace, do we still need those hugely expensive giant reactors? Join me and Bryony Worthington for our Season 2 ender podcast episode... we went out with a bang! weplanet.org
energy Related
9 December 2025
Vice chairman of Ogilvy & Mather Group, the advertising agency; author of Alchemy (2019) and the Wiki Man columnist at The Spectator.
Their words
people don't decide like that at the very least you'll have to show them three or four or five skiing holidays from which they choose because we can't really choose in the absence of comparison.
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youtube.com
26 November 2025
Writer of kottke.org, one of the oldest blogs on the web, published since 1998 and supported by its members. He writes about art, technology, science, design and visual culture.
Their words
Star Trek: Strange New Worlds (season three). Maybe didn’t enjoy this quite as much as the previous two season, but I love spending time with these people and look forward to doing more of that when season four drops. (B+)
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kottke.org
10 October 2025
American backpacking guide, writer and endurance athlete who has hiked more than 30,000 miles; author of The Ultimate Hiker's Gear Guide and publisher of gear reviews and trip-planning tutorials at andrewskurka.com.
114 testimonials from our 2025 season For twelve seasons I’ve asked our clients to complete a post-trip survey to gather feedback about our guides, locations, meals, and curriculum, plus their overall satisfaction. Reviewing the results is a time commitment…
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4 September 2025
Palaeontologist at Queen Mary University of London; studies dinosaur behaviour and writes about what the fossil record can and cannot tell us.
Their words
So the instant assumption is, okay, so you can tell female from male. No, we can tell laying female from everything else. So males won't have medullary bone. Young females won't have them. Females outside of the breeding season won't have it.
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youtube.com
2 September 2025
Programmer based in Vancouver who writes at scattered-thoughts.net about databases, programming language design and developer tools; author of the Imp, Dida and Zest language experiments.
26 August 2025
Founder of the International Center for Clinical Excellence and originator of Feedback-Informed Treatment. Writes about what actually makes a therapist effective, usually against the field's own assumptions about training and experience.
Raspberries “These are the last of the season,” she said, spooning all the plump, bright red raspberries into my bowl.
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21 August 2025
Co-founder of Panic, the Portland software company behind Transmit, Coda, Nova and the Playdate handheld console.
We're also announcing today that "Ratcheteer", a fan favorite from Playdate Season 1, is coming soon to your computer as "Ratcheteer DX", complete with COLOR GRAPHICS. Thank you for supporting our weird little games. I hope you have a good day. store.steampowered.com
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15 August 2025
Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.
Their words
I would never like hold up a flag saying I'm really good at building highspeed trains. Like that is just a sign that you're really bad at capital allocation.
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youtube.com
2 August 2025
Runs global health R&D at Open Philanthropy; writes about the science and medicine that could exist and does not.
19 July 2025
Programmer based in Vancouver who writes at scattered-thoughts.net about databases, programming language design and developer tools; author of the Imp, Dida and Zest language experiments.
18 July 2025
Programmer based in Vancouver who writes at scattered-thoughts.net about databases, programming language design and developer tools; author of the Imp, Dida and Zest language experiments.
10 June 2025
Programmer and writer; co-wrote The Rust Programming Language and worked on Rust's documentation for years.
A tale of two Claudes It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of…
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26 April 2025
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
There was a lot to like about the commentary from Q1 earnings season. I'm afraid we'll hear a different story next time. Related
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