Submissions from philippdubach.com

		AI Commoditization: Open-Source Parity Is a Pricing Problem (philippdubach.com)
		2 points by 7777777phil 1 day ago \| past \| discuss
		AI Capex 2026: The $690B Arms Race and FCF Collapse (philippdubach.com)
		1 point by 7777777phil 3 days ago \| past \| discuss
		When AI labs become defense contractors (philippdubach.com)
		3 points by NickDouglas 7 days ago \| past \| discuss
		Peter Thiel's Physics Department (philippdubach.com)
		4 points by turbocon 8 days ago \| past \| discuss
		When AI Labs Become Defense Contractors (philippdubach.com)
		2 points by 7777777phil 10 days ago \| past \| discuss
		NOVO Was Europe's Most Valuable Company (philippdubach.com)
		1 point by 7777777phil 15 days ago \| past
		The Absolute Insider Mess of Prediction Markets (philippdubach.com)
		4 points by Brajeshwar 15 days ago \| past \| 1 comment
		The Absolute Insider Mess of Prediction Markets (philippdubach.com)
		2 points by toomuchtodo 16 days ago \| past
		The Prisoner's Dilemma of Super Bowl Ad Economics (philippdubach.com)
		1 point by 7777777phil 20 days ago \| past
		The Impossible Backhand (philippdubach.com)
		10 points by gmays 21 days ago \| past
		The Impossible Backhand (philippdubach.com)
		1 point by 7777777phil 23 days ago \| past
		Manager Is Not the Problem (philippdubach.com)
		2 points by Brajeshwar 24 days ago \| past
		Why Managers Sabotage Top Talent: Harvard Study on Incentive Design and Status (philippdubach.com)
		3 points by 7777777phil 25 days ago \| past
		February 2026 Software Sell-Off: The SaaSpocalypse Is a Pricing Error (philippdubach.com)
		2 points by 7777777phil 26 days ago \| past \| 1 comment
		Don't Go Monolithic; the Enterprise Agent Stack Is Stratifying (philippdubach.com)
		2 points by 7777777phil 29 days ago \| past
		State of Mobile 2026: Apps Beat Games for First Time (philippdubach.com)
		3 points by 7777777phil 30 days ago \| past
		Ask HN: My 2nd ever Quant Finance and ML Newsletter. Help me improve (philippdubach.com)
		1 point by 7777777phil 31 days ago \| past
		Against All Odds: The Mathematics of 'Provably Fair' Casino Games (philippdubach.com)
		1 point by 7777777phil 39 days ago \| past
		Britain's Strategic Limbo (philippdubach.com)
		3 points by 7777777phil 42 days ago \| past
		The Most Expensive Assumption in AI (philippdubach.com)
		2 points by Brajeshwar 45 days ago \| past
		Show HN: RSS Swipr - Find Blogs Like You Find Your Dates (philippdubach.com)
		4 points by 7777777phil 48 days ago \| past
		Most enterprise AI strategy is backwards (philippdubach.com)
		4 points by 7777777phil 49 days ago \| past
		Ozempic Is Reshaping the Fast Food Industry (philippdubach.com)
		6 points by 7777777phil 50 days ago \| past \| 1 comment
		If you want to understand any society, look at what it creates (philippdubach.com)
		9 points by 7777777phil 51 days ago \| past \| 1 comment
		RSS Tinder (philippdubach.com)
		13 points by 7777777phil 52 days ago \| past \| 8 comments
		Don't Lie (philippdubach.com)
		11 points by 7777777phil 52 days ago \| past \| 3 comments
		Execution Eats Strategy for Breakfast (philippdubach.com)
		3 points by 7777777phil 53 days ago \| past
		Does AI mean the demand on labor goes up? (philippdubach.com)
		5 points by 7777777phil 54 days ago \| past \| 2 comments
		Everything is amazing and nobody's happy (philippdubach.com)
		11 points by 7777777phil 55 days ago \| past \| 3 comments
		Read my January 2026 Newsletter (philippdubach.com)
		6 points by 7777777phil 56 days ago \| past \| 2 comments
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