HeyJaredContrarianValue Edge
Learn Investing from First Principles—Not Pattern Recognition. In an AI-Driven World, Mastering AI as Your Teammate Demands Relentless Curiosity and Unyielding Questions.
- Indexed issues, last 90 days
- 5
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- Sep 24, 2026
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- Jul 8, 2026
Latest issues
A Second Brain for My AI: Why Everything It Should Know Now Sits in One Folder (opens the original)
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I have used AI in my research since early 2023. For most of that time, what the AI knew about my work was scattered. Some of it sat in old chat histories. Some sat in files I had uploaded to a Claude project, and a slightly different set sat in a ChatGPT project. My curated notes on companies lived in a separate drive, and I updated them by hand. Half the time I forgot, so the AI was often working from an old version. Every new project also meant typing the same instructions again.Recently I mov
Benedict Evans - Masterclass on AI, its impact on jobs, productivity and implementation in organizations (opens the original)
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Over the past year I’ve read and listened to a lot of AI commentary, and most of it seems to sit at one of two extremes. Either AI is nothing much — a slightly better autocomplete, and the whole thing will deflate the way a few tech fads have before it — or civilization as we know it changes beyond recognition in the next five years, take your pick of direction. Neither extreme has done much for me as an investor. What I’ve actually needed is something closer to a set of questions I can apply my
My Journey Through Depression, the Stigma Around It, and What the Bhagavad Gita Gave Me (opens the original)
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The best year of my life2024 was, by every measure I used to care about, my best year.My son got into National Law School, Bangalore, with an All India Rank of 102. As an investor, it was my single best year since COVID: several stocks I had waited on for years played out at the same time. There was nothing to complain about.And in June 2024, I started falling apart.I am starting the story here for a reason. The first thing most people believe about depression is that it happens to people in dis
Blind Trust, Blanket Rejection, Secrecy—and the Illusion of Learning AI Through Demos (opens the original)
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<img alt="" class="sizing-normal" height="1536" src="https://substackcdn.com/image/fetch/$s_!u_wC!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F734bb844-426c-447f-8069-a02458504a30_1024x1536.p
AI Is Not Just a Brain: The Analyst’s AI Operating Architecture (opens the original)
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<img alt="" class="sizing-normal" height="1536" src="https://substackcdn.com/image/fetch/$s_!dCd9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F26b0690a-5f56-43a0-b75a-5be727a66a72_1024x1536.p
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