Lucas Kohorst
@lucas
days @dcgco nights @adjacent___
Lucas Kohorst
kohor.st
Notion – The all-in-one workspace for your notes, tasks, wikis, and databases.
phantom-nape-ffe.notion.site
Dario Amodei • Machines of Loving Grace1
This 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
