Lucas Kohorst

@lucas

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Using axis lines for good or evil

During the Covid-19 pandemic, airlines used their loyalty programs as collateral for loans they took out to remain afloat during the downturn in travel.

Contra papers claiming superhuman AI forecasting — LessWrong

Peter Mühlbacher lesswrong.com

Why targeted tariffs are more effective than broad tariffs

Noah Smith noahpinion.blog

Bitcoin’s biggest challenges | Company 0

blog.companyzero.com

DeepSeek Panic at the App Store

Zvi Mowshowitz substack.com

Index Companies

Elad Gil blog.eladgil.com

Maker/Taker Math on Kalshi

whirligigbear.substack.com

2025 Q2 Investor Letter - Praetorian Capital Fund

go.pracap.com