Mispriced
Subscribe
Sign in
Home
Notes
Archive
About
Ethereum Already Won. Your ETH Didn't.
ETH is 9.77% of the market cap, down 57% from its high, while JPMorgan builds on Base and routes the token nothing. The network and the asset came…
Jun 3
•
Udipta Basumatari
1
May 2026
Half Of Big Tech’s AI Profit Is Imaginary
Alphabet booked $28.7B in paper gains on Anthropic last quarter. Amazon did the same. The $1.6 trillion AI cloud backlog is mostly two unprofitable…
May 30
•
Udipta Basumatari
1
Tech Hiring Is Coming Back. But Most Won't Make The Cut.
Microsoft canceled Claude Code. Uber blew its AI budget by April. Token prices went up, not down. The agentic replacement story is breaking.
May 27
•
Udipta Basumatari
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts