Book I'm Reading
I nabbed this book three years ago now when it was first published as a masters thesis.
Since then, the Department of War (then the Department of Defense) had the thesis pulled from publishing and put it under wraps. My copy would sell now for a few hundred dollars!
Hmm, I wonder what Major Lowery is onto here that would cause such a drastic action from the DOD?
Podcast I'm Listening To
American Optimist is one of the better pods out there.
I like a lot of what Peter Thiel espouses here and he’s a bit of a dark horse. But it seems like in every interview of him that I watch, he appears progressively less healthy and well.
On Bitcoin
Bitcoin had a little pop to $74,000 this week but will likely roll over again and head lower. The thesis remains intact, even if market sentiment is in the toilet. That will change eventually.
Tweets I'm Reading
Second order effects from $AAOI earnings:
— Serenity (@aleabitoreddit) February 28, 2026
-> Extreme demand for MBE/MOCVD reactors.
They're needed for epiwafers.
This signals two things for "manufacturing":
– $IQE is sitting on an absolute gold mine
– capex cycle to ( $VECO $1.85B, Aixtron $AIXXF $3.7B) type players.… pic.twitter.com/yhuKTq6QFY
In depth analysis (wrapup of everything that happened here on X too) on why you are able to make a deal where @DarioAmodei can't: https://t.co/RJpwZ0pPzP
— Robert Scoble (@Scobleizer) February 28, 2026
Introducing Perplexity Computer.
— Perplexity (@perplexity_ai) February 25, 2026
Computer unifies every current AI capability into one system.
It can research, design, code, deploy, and manage any project end-to-end. pic.twitter.com/dZUybl6VkY
The conspiracy theories are wild. First it was Binance and then it was Wintermute and then it was an unknown offshore macro hedge fund and then it was paper bitcoin and. today it is Jane Street and next week it will be someone else.
— Matt Hougan (@Matt_Hougan) February 26, 2026
The real reason bitcoin is down is that a…
we're making @blocks smaller today. here's my note to the company.
— jack (@jack) February 26, 2026
####
today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are…
If you have feedback for me, if something resonates and you want to see more of it, reply in the comments below. You can also tweet at me on Twitter @the_cody_hall.
I look forward to hearing from you!
If you’re not yet subscribed you can do so here: