Epsilon Theory In Full
The soul of Epsilon Theory is our long-form content, a library of hundreds of pieces written by Ben, Rusty and others over the course of the last 5+ years. These are the print-and-take-home-for the weekend notes that made Epsilon Theory what it is today.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
The City of Man always wins.
The Visigoths always sack Rome. The Vandals always sack Hippo. Augustine always dies in the siege. Bad things always happen to good people … at scale.
Here’s how we use generative AI to flip the script.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
People like to throw around the phrase “gradually, then suddenly” as a witty rejoinder to suggest a dedollarization of the world is a nonlinear process that will unfold any day now. That only sounds smart when Hemingway says it.
There is no structural dollar depreciation or dedollarization story. Global usage of the USD is stable and changes in the value of the USD are cyclical.
These are the major topics and ideas we discussed during the 03/24/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
These are the major topics and ideas we discussed during the 03/17/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
I think that the Big Banks’ collective deposit of $30 billion in uninsured accounts with First Republic is the first step in solving the Dark Forest problem of the American banking system.
These are the major topics and ideas we discussed during the 03/10/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
These are the major topics and ideas we discussed during the 03/03/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
The scariest thing about large language model AIs isn’t their fundamental human-ness.
It’s the fundamental AI-ness of human intelligence.
The half-life of just about every major news story is one week.
Barring major new developments, practically nothing captures our attention beyond six.
So how do we stay focused on things that matter for much longer than that?
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.