Latest articles
Updates on blogs posted by Derek Yuan
15 posts across 4 topics.
Featured
Most recentAre AI Stocks Actually in a Bubble, or Is This 1999 vs 2005?
Oracle just invoked a legal clause usually reserved for hurricanes and wars to get out of paying for a data centre. Michael Burry is short half the sector. Warren Buffett’s favourite valuation gauge just did something it’s only done twice in 155 years. None of that tells you whether the story ends in March 2000 or keeps compounding for another decade.
Disaster for the CDU. Rise of radicalisation in Germany once again?
Two state elections, two wins for the extremes, and a party that just got voted out of a parliament it has sat in since reunification. Germany’s centre didn’t lose ground on Sunday night. It got pincered.
A Party That Shouldn’t Exist: What Germany’s BSW Meltdown Says About the Political Compass
A Party That Shouldn’t Exist: What Germany’s BSW Meltdown Says About the Political Compass Picture a party promising a €15 minimum wage, rent caps and a bigger welfare state.
Politics
8 articlesDisaster for the CDU. Rise of radicalisation in Germany once again?
Two state elections, two wins for the extremes, and a party that just got voted out of a parliament it has sat in since reunification. Germany’s centre didn’t lose ground on Sunday night. It got pincered.
A Party That Shouldn’t Exist: What Germany’s BSW Meltdown Says About the Political Compass
A Party That Shouldn’t Exist: What Germany’s BSW Meltdown Says About the Political Compass Picture a party promising a €15 minimum wage, rent caps and a bigger welfare state.
The Burnham Bounce: Real, Fragile, or Both?
Five weeks into his premiership, one pollster gives Andy Burnham the best rating for any incoming PM since Boris Johnson’s early pandemic peak. Another has Reform UK still narrowly ahead. Both are correct.
Anthropic vs the USA: The Release of Fable and Mythos 5, US Government shuts down the strongest AI model ever?
Reform's poll lead has vanished, the scandal won't die, and a man in a bin might finish second
A New Start for Burnham?: What Burnham’s First Cabinet Actually Tells Us
A surprise pick in Healey, A purge of Starmer Loyalists. How much political capital does Burnham have?
The Iron Ceiling: Why the First Female Leader Is Usually a Conservative
From Thatcher to Takaichi, the world's "first woman in charge" keeps arriving wearing the same political colour.
Britain’s Fourth Biggest Party that also sells you eggs
The story of the Co-operative party, and how the 4th biggest British party has gone unnoticed
Could Burnham save the Labour Party? Makerfield by-election explained
Andy Burnham has secured a staggering victory in perhaps the most important by-election of the decade.
Finance
3 articlesAre AI Stocks Actually in a Bubble, or Is This 1999 vs 2005?
Oracle just invoked a legal clause usually reserved for hurricanes and wars to get out of paying for a data centre. Michael Burry is short half the sector. Warren Buffett’s favourite valuation gauge just did something it’s only done twice in 155 years. None of that tells you whether the story ends in March 2000 or keeps compounding for another decade.
Follow the Money: The Only AI Company Actually Turning a Profit
Everyone in AI is spending like they've already won. Only one of them is making money like it.
Pairs Trading: The Wall Street Strategy That Prints Money Until it Didn’t
Pairs Trading: The Wall Street Strategy That Prints Money Until it Didn’t A physicist walks into a trading floor. No, that’s not the start of a bad joke, that’s really how it started.
Technology
3 articles
Britain Turned Its AI Policy Into Microservices. Nobody Wrote the API.
Andy Burnham scrapped Britain’s tech department and gave AI a Cabinet seat on the same day. Six weeks on, five different offices share the job, and Westminster still can’t agree who’s actually in charge.
SpaceX Just Bought the Second-Best Coding Tool for a First-Place Price
Sixty billion dollars, fifteen times revenue, and a market share that’s been sliding for a year. The Cursor acquisition is either the smartest infrastructure play in AI or the same cash-burn story wearing a different balance sheet.
Anthropic vs the USA: The Release of Fable and Mythos 5, US Government shuts down the strongest AI model ever?
The US Government's unprecedented move to block Anthropic's most powerful models yet raises urgent questions about AI regulation, innovation, and who really controls the future of artificial intelligence.
