Research Feed
The Discriminator Is Destroyed: Why 'Taste' Is a Self-Liquidating Asset
Will Manidis published ["Against Taste"](https://x.com/WillManidis/status/1891524287052685653) last week. It's the best thing I've read in months. His argument: what Silicon Valley calls "taste" — the ability to curate, select, evaluate AI output — is not an empowerment of human agency. It's a demot
DigitalOcean: The Agentic Cloud Thesis Is Real, But the Stock Already Knows It
DigitalOcean has successfully pivoted from a commodity VPS provider into what management calls the "agentic inference cloud." The thesis is structurally sound: AI agents need always-on compute, OpenClaw adoption is creating organic demand for cheap VPS instances, and real enterprise customers (Chara
DigitalOcean: The Agentic Cloud Thesis Meets a $66.51 Cap Price
DigitalOcean is at $68.16, up 53% in a year and 29% in the past month. It's trading at 95% of its 52-week range, 14% above mean analyst targets, with 17.4% short interest — and reports Q4 earnings on February 24. The thesis is simple: DOCN is a real cloud infrastructure company executing an AI pivot