imakwana

From the Abstract: Our results suggest that, absent a substantial increase in AI model quality differentiation, growing substitutability among services will constrain providers’ pricing power and allow consumers to capture a large share of the surplus generated by these services.

Not a single book but learning from the writings of Cal Newport (blog, books, podcast) over the years have slowly but surely improved my understanding of career capital and how to best utilize attention & time, at least in tech industry.

He does sound a little preachy sometimes but the underlying concepts/frameworks are coherent.

https://calnewport.com/

Associated textbook: Algorithms for Validation (2026): https://algorithmsbook.com/validation/files/val.pdf

A curated list of awesome open source chip-design tools, generators, and reusable designs.

Glad to see a fellow fundamental indexer on HN! As a US based investor, I personally invest in the RAFI US broad market fundamental index (FNDB ETF) which does keep up with the Vanguard US total market over the past 10 years except the bubbly years of 2020/2021 & 2024/2025, even with a higher expense ratio.

Last 10 years comparison (VTI vs FNDB): https://www.portfoliovisualizer.com/backtest-portfolio?s=y&s...

In my case, after observing the Covid-19 craziness in market, I decided to dig further on value strategies and discovered this gem from Research Affiliates in Journal of Portfolio Management circa 2012, which completely convinced me on the concept of fundamental indexation as a superior alternative to market-cap weighted total market index.

Rebalancing and the value effect (JPM 2012): https://www.researchaffiliates.com/content/dam/ra/publicatio...

Thanks for sharing these links. Very interesting to explore this topic further.

I came across Satnam Singh's work first while learning about the Lava language/framework for FPGAs, glad to discover his more recent work.