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Leopold Aschenbrenner vs Buffett: Conviction vs Margin of Safety
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Leopold Aschenbrenner vs Buffett: Conviction vs Margin of Safety

Leopold Aschenbrenner's AI fund returned 439% in six months and was then forced to sell its entire public portfolio. Berkshire Hathaway sits on a record $397.4 billion of cash. Two coherent strategies, built on opposite assumptions about being wrong.
Jul 31, 2026 · 8 min
Why People Are Crossing From Morocco Into Ceuta, Explained

Why People Are Crossing From Morocco Into Ceuta, Explained

Jul 31, 2026 · 8 min
Microsoft vs Meta Free Cash Flow: 30 Quarters Compared

Microsoft vs Meta Free Cash Flow: 30 Quarters Compared

Jul 31, 2026 · 9 min
DeepSeek V4 Flash vs Gemini, GPT and Claude: Similar AI Scores, Vastly Different Token Prices

DeepSeek V4 Flash vs Gemini, GPT and Claude: Similar AI Scores, Vastly Different Token Prices

Jul 31, 2026 · 11 min
Cathie Wood Bought Meta as It Fell 8% — ARK's 30 July Trades in Full

Cathie Wood Bought Meta as It Fell 8% — ARK's 30 July Trades in Full

Jul 31, 2026 · 9 min
Meta Stock Falls as Free Cash Flow Drops to $784 Million

Meta Stock Falls as Free Cash Flow Drops to $784 Million

Jul 30, 2026 · 12 min
MSFT Stock Jumps as Capex Guidance Stops Climbing and Free Cash Flow Rebounds

MSFT Stock Jumps as Capex Guidance Stops Climbing and Free Cash Flow Rebounds

Jul 30, 2026 · 16 min
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