Lucas Kohorst

@lucas

days @dcgco nights @adjacent___

kohor.st

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connie.surf

“Allergic to Infinite Scrolling”

Home · thmsmlr

thmsmlr.com

4th Quarter Commentary January 2024

A perspective on historical economic eras and the implications for current market risks and investment strategies, with a focus on factors such as global trade, labor arbitrage, and the rise of China.

horizonkinetics.com

Thumbnail of www-x-com-benshindel-status-1891989704095977696

Wrote a piece on the unfortunate drama (and borderline scientific fraud) that has been unfolding for the last year in the academic community around the environmental impacts of deep-sea mining. https://t.co/95ZHOus3cp

Ben

x.com

How I Use Claude Code

Philipp Spiess spiess.dev

According to estimates from the World Bank Group, in coordination with the Inter-American Development Bank (IDB), the physical damage to Jamaica caused by Hurricane Melissa totals US$8.8 billion, which is equivalent to 41% percent of the country’s 2024 GDP, making it the costliest hurricane recorded in Jamaica’s history.

I still don’t think companies serve you ads based on spying through your microphone

Simon Willison simonwillison.net

How to Short a Startup

Alexander Campbell substack.com

2025 Q2 Investor Letter - Praetorian Capital Fund

go.pracap.com