November 4, 2025
Cassandra Unchained @michaeljburry Fake news! I am not 5’6” (not that there is anything wrong with that). And journalists reporting on 13Fs, none more fake. pic.x.com/WIVKAtolxB 11/4/25, 8:04 AM Easter Egg” in Napa California What They Will NEVER Teach You at Stanford Business School youtube.com Fake news! I am not 5’6” (not […]
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November 4, 2025
The AI Capex Liquidity Squeeze: A Bridge to Web5 and the Dawn of Web12 In the teaser for my latest memo on *The Alethea Narrative*, I outlined a seismic shift: AI isn’t devouring jobs or workflows first—it’s devouring *capital*. What began as a euphoric “rising tide” narrative—productivity miracles, margin explosions, and hyperscalers like Meta, Google, […]
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