Just a place to write
I’ve been playing with the concepts of alpha and beta used in stock trading. Using an user which unique need is “Return above the market, at a known risk”. Product X is drawn four times, once in each evolution stage, with dashed arrows showing it moving right. You can think into a product or a … Read more
I have been trying to understand the differences between Paxos and Circle. Tether continues being the leader, but in the space of stablecoins issuers under the regulations of countries, Circle and Paxos seem to be 2 of the main players. Where is Paxos competing? Paxos operates with heavy regulatory compliance (NYDFS-supervised trust status, OCC national … Read more
The Sixers did a lot of relevant changes on the roster, with some good names, but adding a Lebron that is in the end of his career adds a lot of uncertainty on a team lack of culture and character. Here’s the map What changed They have a new front office, led by president Mike … Read more
I have been playing with the methodology to analyze NBA franchises. with that purpose I have change some of the visual components of the map. For the supporters, the more visible thing are the players, then the organization, etc. So, this is the map for the 2026-27 season . Just for comparison purposes, the 2025-26 … Read more
SpaceX has acquired nationwide licenses for up to 14 MHz of paired low-band spectrum in the 800 MHz frequency range. What the deal actually adds What SpaceX already has The gaps The map: they still have to build/buy many capabilities All this is not going to happen overnight, and this direction is not new. Here … Read more
NVIDIA Ising is a specialized family of open AI models built to solve the two biggest operational headaches in quantum computing: keeping quantum computers tuned and fixing their constant errors in real time. Quantum computers don’t use standard chips; they rely on fragile quantum bits (qubits) that get thrown off by tiny changes in temperature, … Read more
I want to make notes about the announcements done by main companies in this area, so I can review them in future. The table below covers 10 listed quantum companies and the technical milestones they have publicly committed to for roughly Q4 2026 through 2029. # Company (ticker) Late 2026 2027 2028 2029+ 1 IonQ … Read more
Looking at: 2026 looks similar to 2006, by some reason,
We are working in a small project where we are implementing the solution using Claude. From the work being done, skills emerged as a great way to automate certain things that are maturing and turning repetitive tasks. So, the next natural thing that happened is that we start to produce a good list of skills, … Read more
This news: Goldman Sachs, BofA and others plan to issue dollar stablecoin together in 2027, made me review this map (I could have taken another one from the portfolio of maps I have on this company). The key question I asked myself was: in this situation, should they buy or build? Buy or build 1. … Read more