principles
Operational rules distilled from lived work.
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Aschenbrenner's Q1'26 13F — what it tells you about where the AI money is moving
Reading Leopold Aschenbrenner's Q1 2026 hedge fund filing alongside the worldview that produced it. Picks-and-shovels long the energy layer, broad puts on chips, and the framework underneath.
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Signal Surfacing Needs a Lever
Before bringing any external signal to someone's attention, answer which lever it pulls. If none, don't surface. Filter is upstream, not downstream.
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Truth is First-Person
If AI-written framing gets laundered into your permanent record, the archive stops being a reliable record of who you are.