Meta: The Agentic Density Arbitrage, The Blackwell Gap, And The Asset Useful Life Paradox

Meta is rated a Strong Buy, with current valuation dislocation driven by accounting noise and misunderstood CapEx cycles.

The Startlingly Large Role Of Narrative In Human Cognition And Action

Fletcher’s Storythinking explains the vast role that storythinking plays in human affairs as chains of narratives drive ...

Nebius: Not Time To Take The Foot Off The Throttle

Nebius AI compute thesis: monetize scarcity via faster capacity build, contracted demand & utilization. Read here for an ...

What Meta’s numbers say about marketing’s future

Meta posted $51.24 billion in ad revenue in Q3 2025. That’s up 26% from 2024. Amazon’s online ad business grew 24% in the ...
Variety

‘Black Rabbit, White Rabbit’ Review: Disqualified for the Oscars, Tajikistan Drama Is an Inviting, Meandering Meta-Narrative

Selected by Tajikistan but ultimately not accepted by the Academy to compete in the Oscar international feature category, “Black Rabbit, White Rabbit” begins ambitiously, with a famous quote from ...