Editions
One issue a week. The best signals and articles of the week, gathered under one idea.
Edition No. 02 Nov 11, 2026
Ten-year shelves, thirty-day tokens
The week in 3 numbers
- -94.3% Pudgy floor vs. Dec 2024 peak derived
- $3.89M Agility 6-mo robot delivery Agility Form 8-K Ex. 99.1
- $4,812M Anthropic 9-mo inference cost Anthropic Form S-1/A (SEC)
- Why a $20 billion automaker still cannot own Nissan.com after 32 years Lead essay
- Why MARA sold 40,581 BTC while Strategy spent $188M buying back preferred stock Article
- Why NFT floors stay down 90% even after Walmart and Prime Video Article
- Two legs rang the Nasdaq bell. Wheels cashed the warehouse checks Article
- Serving Claude is cheap. Training the next one is not Article