Is Nvidia's Chip Backlog a Cisco-Style Bubble Waiting to Pop
A wide-ranging deep dive into Nvidia's chip purchase commitments, GPU depreciation economics, and whether AI infrastructure spending echoes the dot-com bust.
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Estimating investor losses from Trump's crypto ventures
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How an AI assistant decided to dig into a Fed report's appendix
Asked for the Fed's 2023 deferred asset figure, the assistant explains exactly why it dug past the summary text into the report's statistical appendix.
Taleb vs. the Gaussian crowd on 20% market crashes
Claude contrasts the normal-distribution models that call a 20% S&P drop a 'once per 10^86 years' event with Taleb's fat-tailed, unknowable-risk view.