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Wandering Through the Noise

Wandering fast. Thinking slow.

By Parker McKee

AI Moats: The Increasing Marginal Utility Thesis

Nov 6, 2025
The Undergrad Capital Cycle

Oct 9, 2025
The Holy Grail of AI Moats: Intelligence Flywheels

Jun 20, 2025
The Real Risk to Incumbent Software

Jun 9, 2025
AI’s War Against Moats ( 7 –> 5 Powers?)

Jun 2, 2025
All Hands AI

Sep 6, 2024
Searching for Something Better than Equity for Networks: Tokens

Jun 3, 2024
The Hunt For $1T+ AI Companies

Jan 23, 2024
Bar Raising Effect

Apr 23, 2023
Which Web 3 Protocols Are Most Likely to Succeed?

Feb 11, 2022
The Insurance Stack: A Battle for Margin

Apr 28, 2020
AI’s Weak Spot: The Dangers of Non-Robust Uncertified Models

Apr 3, 2019
Justifying Tesla’s Sky High Valuation

Jun 5, 2017

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