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The Compound Loop

The Compound Loop

AI, markets, stock picks, and sports.

Latest

The Case for 24

Nov 11, 2026

Plenty of people hated the 12-team playoff before it started. Then a No. 8 seed won it, and a No. 10 seed played for the next one. The 24-team version deserves the same benefit of the doubt.

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The $258 Million Question

Nov 5, 2026

Baseball's champion would break the owners' proposed rules for spending too little. The cap fight is about who gets paid, not how much.

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The $637 Billion Ledger

Oct 28, 2026

Anthropic's S-1 reads like a software prospectus. The contracts in the back read like a utility's.

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OpenAI Frontier and the Future of Systems of Record

Feb 9, 2026

Implications for CRM and ERP SaaS

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Can We Put Data Centers in Space? Not So Fast

Feb 7, 2026

Why moving data centers to orbit is a harder trade than it looks

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The Compound Loop

AI, markets, stock picks, and sports.

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