Trophy Hunt No. 1: The $195 million moonshot
First issue of my trophy-assets letter is out. What a $195M price tag actually buys.
Monday, August 31, 20263 items
Distributed Intelligence No. 1: The week the edge went legit
New letter covering the Smarty Pants beat: open models, local inference, and the grid-for-intelligence thesis.
What's the Deal? Texas No. 1: The strongest month of 2026
Texas housing numbers, weekly. Built for agents, useful for anyone watching the market.