Lucas Kohorst
@lucas
days @dcgco nights @adjacent___
Lucas Kohorst
kohor.st
Militia Capital Explanation
militiacapital.comThis is a textbook example of the “Era of the Ideological Investor,” where model-driven fundamental analysis becomes irrelevant once the government emerges as the largest sponsor of idiosyncratic dispersion in capital markets. The path to outperformance is no longer better spreadsheets—it is anticipation
AI Data Centers & Power: Galaxy Interactive's Energy Thesis
galaxy.com
In the future, advances in AI will make most things we care about too cheap to meter. I expect most goods, services, and web content will be available without friction, cost, or ads. In order to create that abundance, I think the field as a whole has to do this.
Joshua Achiamx.com