AI Species Briefing
Every two weeks. Depth over frequency. One chart. One take.
What’s changed in the Convergence Thesis? What new data matters? What am I doing in my own portfolio?
Written by Thomas Huhn. No generic content — personal assessments with skin in the game.
What to expect
- Market Update: The most important developments of the past two weeks in AI, robotics, and crypto
- Thesis Check: Do the new data points confirm the Convergence Thesis — or challenge it?
- Portfolio Update: What I’m buying, holding, or selling — and why
- One Chart: The single graph that tells the story
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Past Issues
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