AI Infrastructure
Capex cycles, unit economics, enterprise adoption, and the buildout reshaping every industry.
Philipp's Newsletter
Biweekly analysis at the intersection of AI infrastructure, quantitative finance, and macro strategy.
Every two weeks, I test the prevailing narratives against the data — AI infrastructure economics, market regimes, and portfolio math. I find what holds up. Original analysis, no consensus takes.
Every other Sunday. 5-minute read.
Coverage
Quantitative Finance
Risk frameworks, derivatives pricing, portfolio construction, and the math behind markets.
Macro Strategy
Monetary regime shifts, geopolitics, and the second-order effects that reshape industries.