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The only real buyer of a company is itself
The only real buyer of a company's stock is the company itself. Everyone else is just passing through.
Aug 31
•
Tina He
12
Tao and the art of investing in modern China
If you can’t practice it, that means you don’t understand it.
Aug 24
•
Tina He
21
July 2025
Market of words
Language is not just the soft tissue on top of reality, it is the scaffolding.
Jul 20
•
Tina He
24
Confessions of Mrs.Brown
What good are all the objects in the universe if there is no subject?
Jul 13
•
Tina He
25
SaaS vs. Libraries: from humanware to machineware
Engineers stop coding. They start conducting.
Jul 6
•
Tina He
26
June 2025
The Illusions of Barbell Theory
The middle isn’t dead; it’s just harder to see beneath the glare of extreme outcomes.
Jun 29
•
Tina He
44
Returning to Pace
Pace is built for the sliver of time after impossible and before obvious.
Jun 24
•
Tina He
28
Preserving Sacredness
The worst fraud isn’t even the loss of capital, but the betrayal of faith.
Jun 22
•
Tina He
38
The Art of Understanding What's Going On
The survivors will be those who've meticulously deciphered the underlying mechanics, exploiting subtler truths while others chased fleeting illusions.
Jun 15
•
Tina He
125
The Spectacle of “Building”
What’s really at stake is not some tired “hard tech versus soft tech” or “state versus market” dichotomy, but the way both systems turn collective…
Jun 7
•
Tina He
28
Context is all you need
The most valuable resource isn't algorithms, compute, or even just data. It's context.
Jun 1
•
Tina He
,
jad
,
Yondon Fu
,
Sean Thielen-Esparza
, and
koodos labs
28
May 2025
AI, Heidegger, and Evangelion
Our brains, evolved for tribal politics and campfire stories, are ill-equipped for the moral ambiguity of a system with no soul to save or damn.
May 24
•
Tina He
98
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