2026  8

October  2

Playing Without Seeing the Cards

October 25, 2026 · 16 min · Luke

Expensive In, Narrow Out: Why China VC Barely Pays Today

October 3, 2026 · 8 min · Luke

September  1

Bare Metal and Virtual Machines: Reading Six Management Papers from an EE Background and an Investor’s Seat

September 6, 2026 · 22 min · Luke

July  5

The Company That Tells Five Stories

July 20, 2026 · 6 min · Luke

Interrogated by a Machine

July 14, 2026 · 8 min · Luke

A Methodological Study of Continuous Price-Weighted Dollar-Cost Averaging for Cyclical Assets

July 13, 2026 · 26 min · Luke

I Do Not Know, and I Must Act

July 12, 2026 · 11 min · Luke

Answer of the Fugue: On Rules, Recursion, and a Metronome Hardcoded in Silicon

July 12, 2026 · 13 min · Luke