Profile 9 min read Free

Lessons from Philip Fisher

Lessons from Philip Fisher Philip Fisher is best known for his 1958 book Common Stocks and Uncommon Profits , which pushed the financial industry away from...
Profile 8 min read Free

Lessons from John Templeton

John Templeton managed the Templeton Growth Fund and popularized the strategy of investing globally during moments of extreme panic. He built his career on...
Digest 6 min read Free

Daily Digest - 2026-06-04

1. If China Built the Super App, the US May Build the Super Agent — Jaya Gupta Why read: Explains why US and Chinese AI will evolve differently based on...
Digest 7 min read Free

Daily Digest - 2026-06-03

1. Your token spend is an AI architecture problem, not just a model problem — Arvind Jain Why read: Reframes enterprise AI costs from raw token usage to...
Digest 6 min read Free

Daily Digest - 2026-06-02

1. Memory Is Purpose — Ashwin Gopinath Why read: Shifts the concept of AI memory from simple retrieval to storing past actions that change future behavior...
Digest 7 min read Free

Daily Digest - 2026-06-01

1. [AINews] NVIDIA Cosmos 3, Nemotron 3 Ultra, and RTX Spark — AINews Why read: Catch up on NVIDIA's latest model and hardware drops. Summary: NVIDIA...
Research Explainers 6 min read Free

The Agent That Updates the Harness Is Not the Bottleneck

A paper separates the model that improves an agent's harness from the model that must use it. Cheap models may propose useful scaffold changes, but task performance still depends on an executor capable enough to load and follow them.
Research Explainers 7 min read Free

Bigger Models Remember the Rare Stuff Long Enough to Learn It

A scaling paper argues that larger models win partly because frequent tasks stop overwriting rare-task features. The proposed mechanism links parameter scale to reduced interference and better retention of infrequent capabilities over time.

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