The research, compressed to slides.
Every deck is a full Stockdrifts thesis rendered as an animated briefing — the mechanism, the numbers, the honest scoreboard. Scroll or use ← → inside a deck; F for fullscreen.
Your AI Can Do More. Should You Let It?
AI harnesses, self-improving software, and who gets to decide what happens next. Nine harnesses read from source, Amplitude Wave shipping a harness, Lila's wet-lab loop, and the PM of 2027.
The Loop Is Leaving the Terminal
Nine open-source agent harnesses read from source, then Amplitude Wave + Statsig: the same observe-act-verify loop is about to run your product — and rewrite the PM job.
Three Tickets to the 800V Build-Out
IPWR / WOLF / MX — the April call, the scorecard nobody posts (one +159%, one round trip), and what still makes sense at July prices.
High Voltage Is the New Oil
Why 1MW racks force the 800-volt rebuild of datacenter power — the copper physics, the deleted conversion stages, and who gets paid.
Clearinghouses Will Win the Agents Era
When agents do the work, the moat moves to whoever clears the transaction — the toll-booth map, $NOW mispriced, $SAIL's overhang.
