Still a Thinking Reed.

Machines answer faster every year. Judgment still has to be earned. This is where I keep the research, the records, and the numbers that only mean something over years.

Currently Running

01 — Fund

Investment Dashboard

Tracks what I hold, what it’s worth each day, and how it has done over time.

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02 — Weight

Weight Tracking

Tracks my weight day by day and charts the trend over time.

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03 — AI Index

AI Capex Monitor

Watches the AI build-out cycle daily—GPU rents, memory prices, capex, and the supply chain that confirms the turn.

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04 — AI Mapping

AI Supply Chain Atlas

Maps the AI build-out end to end—who pays, what gets built, and where each company sits on the chain.

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05 — Atlas

Datapoint Atlas

Indexes every number in the AI research ledger—3,100 metrics from 481 sources, each kept with the sentence it came from and the day someone revised it.

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