Submissions from philippdubach.com

		PRAGMA: Revolut's Foundation Model for Banking (philippdubach.com)
		2 points by 7777777phil 2 days ago \| past \| discuss
		Why Lilly's Weight Loss Pill Isn't a Peptide (philippdubach.com)
		2 points by 7777777phil 3 days ago \| past \| discuss
		Do Not Disturb My Circles (philippdubach.com)
		2 points by 7777777phil 14 days ago \| past
		Ambiguity Aversion: Why Unknown Probabilities Create Mispricing (philippdubach.com)
		1 point by 7777777phil 21 days ago \| past
		Three Kinds of Not-Knowing (philippdubach.com)
		4 points by 7777777phil 24 days ago \| past
		On-Device AI Models Might Be the Next Reason to Upgrade Your iPhone (philippdubach.com)
		9 points by 7777777phil 34 days ago \| past \| 10 comments
		The Last Architecture Designed by Hand (philippdubach.com)
		5 points by toomuchtodo 41 days ago \| past
		MCP vs. A2A (philippdubach.com)
		2 points by 7777777phil 44 days ago \| past
		AI Commoditization: Open-Source Parity Is a Pricing Problem (philippdubach.com)
		2 points by 7777777phil 49 days ago \| past
		AI Capex 2026: The $690B Arms Race and FCF Collapse (philippdubach.com)
		1 point by 7777777phil 51 days ago \| past
		When AI labs become defense contractors (philippdubach.com)
		3 points by NickDouglas 55 days ago \| past
		Peter Thiel's Physics Department (philippdubach.com)
		4 points by turbocon 56 days ago \| past
		When AI Labs Become Defense Contractors (philippdubach.com)
		2 points by 7777777phil 58 days ago \| past
		NOVO Was Europe's Most Valuable Company (philippdubach.com)
		1 point by 7777777phil 63 days ago \| past
		The Absolute Insider Mess of Prediction Markets (philippdubach.com)
		4 points by Brajeshwar 63 days ago \| past \| 1 comment
		The Absolute Insider Mess of Prediction Markets (philippdubach.com)
		2 points by toomuchtodo 65 days ago \| past
		The Prisoner's Dilemma of Super Bowl Ad Economics (philippdubach.com)
		1 point by 7777777phil 68 days ago \| past
		The Impossible Backhand (philippdubach.com)
		10 points by gmays 70 days ago \| past
		The Impossible Backhand (philippdubach.com)
		1 point by 7777777phil 71 days ago \| past
		Manager Is Not the Problem (philippdubach.com)
		2 points by Brajeshwar 72 days ago \| past
		Why Managers Sabotage Top Talent: Harvard Study on Incentive Design and Status (philippdubach.com)
		3 points by 7777777phil 73 days ago \| past
		February 2026 Software Sell-Off: The SaaSpocalypse Is a Pricing Error (philippdubach.com)
		2 points by 7777777phil 74 days ago \| past \| 1 comment
		Don't Go Monolithic; the Enterprise Agent Stack Is Stratifying (philippdubach.com)
		2 points by 7777777phil 77 days ago \| past
		State of Mobile 2026: Apps Beat Games for First Time (philippdubach.com)
		3 points by 7777777phil 79 days ago \| past
		Ask HN: My 2nd ever Quant Finance and ML Newsletter. Help me improve (philippdubach.com)
		1 point by 7777777phil 79 days ago \| past
		Against All Odds: The Mathematics of 'Provably Fair' Casino Games (philippdubach.com)
		1 point by 7777777phil 88 days ago \| past
		Britain's Strategic Limbo (philippdubach.com)
		3 points by 7777777phil 3 months ago \| past
		The Most Expensive Assumption in AI (philippdubach.com)
		2 points by Brajeshwar 3 months ago \| past
		Show HN: RSS Swipr - Find Blogs Like You Find Your Dates (philippdubach.com)
		4 points by 7777777phil 3 months ago \| past
		Most enterprise AI strategy is backwards (philippdubach.com)
		4 points by 7777777phil 3 months ago \| past
		More