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Technology and Macro economic blog
Collationist.com is a platform that curates insightful content from publishers, authors, and thought leaders on topics such as artificial intelligence, the economy, investment, leadership, and high performance.
It features interviews with industry experts, summaries of significant technological advancements, and analyses of current trends. For example, the blog includes discussions on the future of AI computing with Jonathan Ross, explorations of neural information retrieval, and reviews of high-performance strategies with Steve Kotler.
Crypto Revolution Was Appropriated: A Case for Exit
For over a decade, the crypto industry promised to build a parallel universe—a new financial stack with its own exchanges, currencies, lending mechanisms, and settlement layers. The goal was autonomy: a system immune to the "Old Guard" of political and capital power. But looking at the landscape today, I have come to a difficult realisation: The resistance didn't win. The revolution was held hostage, and eventually, it was forced to integrate. The "Old Guard" didn't destroy t
Dennis Kuriakose
5 days ago4 min read
The Great Silver Squeeze: Weaponised Scarcity
As of late January 2026, the global silver market has transitioned from a cyclical deficit into an acute geopolitical crisis. The "Devil’s Metal" has shattered the psychological $100 barrier, briefly touching $120 per ounce as of January 29th. This is not merely a speculative rally; it is a structural repricing driven by a calculated supply-side shock from Beijing. The "Why": Weaponised Licensing The primary catalyst is China’s January 1, 2026, export licensing regime . Bei
Dennis Kuriakose
5 days ago3 min read
Japanese Economy in a Debt Spiral?
Japan has entered a new macroeconomic era. For three decades, the Bank of Japan (BoJ) operated under a "liquidity trap" that permitted virtually infinite debt expansion at zero marginal cost. In 2026, that era has concluded. The convergence of domestic inflation, global interest rate normalisation, and a precarious fiscal trajectory has placed Tokyo at its most significant crossroads since the 1990 asset bubble collapse. The Origin: A Three-Decade "Free Lunch" From 1990 to 20
Dennis Kuriakose
5 days ago4 min read
Weaker Dollar and the Dynamos
The recent decline in the US Dollar Index (DXY) below 96 is less a signal of American economic failure than a mechanical adjustment to a new era of liquidity management. While the Dollar appears to be breaking down technically, it remains structurally dominant on a trade-weighted basis. This divergence—a falling spot price amidst historically high real effective exchange rates—marks the beginning of a coordinated phase of global monetary debasement. The Driver: Collapsing Rea
Dennis Kuriakose
7 days ago3 min read
The Polar Pivot: Why Greenland is the World’s New Center of Gravity
TO THE CASUAL observer, Greenland is a cartographic anomaly: a massive, ice-sheeted expanse that looks far larger on Mercator projections than it deserves to be. For decades, it was viewed merely as a Danish dependency with excellent shrimp and a lot of snow. But look closer, and the island transforms from a frozen periphery into the strategic cockpit of the 21st century. As ice melts and technology advances, Greenland is becoming the intersection of four great geopolitical g
Dennis Kuriakose
Jan 224 min read
OpenAI too big to fail?
Two years ago, it felt inevitable. OpenAI was the sun around which the entire AI ecosystem revolved. They had the mindshare, the talent, and the seemingly insurmountable lead. Welcome to January 2026. The inevitability is gone. The mood in San Francisco is tense. And inside OpenAI, the "Code Red" declared by Sam Altman six weeks ago is still active. What happened? The simplest explanation is that the "Empire Struck Back." But the reality is more nuanced. We are witnessing a m
Dennis Kuriakose
Jan 193 min read
The 2026 Liquidity Mirage: A Structural Observation
The current market consensus is one of "Immaculate Absorption." The prevailing belief is that the US financial system, guided by a synchronised Treasury and Federal Reserve, will seamlessly digest a $4 trillion refinancing wall in 2026 while the economy chugs along in a "soft landing." However, a look beneath the surface reveals a starkly different reality. We are observing a system that has become "Fragile by Design," reliant on hidden leverage and regulatory plumbing that i
Dennis Kuriakose
Jan 193 min read
The AI Trade Didn't Die, It Graduated
The "Easy Money" phase of the AI trade is over. In 2024 and 2025, the market was a race to build infrastructure, fueled by FOMO and unlimited CapEx budgets. But as we enter 2026, the narrative has shifted. The new, trillion-dollar question that will define the winners of 2026 is simple: "Who is actually making money with them?" If you are looking for the next leg of the AI rally, stop watching the Federal Reserve and start watching Gross Margins. Investors are currently paral
Dennis Kuriakose
Jan 73 min read
Navigating the Debt Storm: A Bond Market Reckoning Looms
The U.S. government faces a daunting challenge: refinancing $8 trillion in short-term debt into long-term bonds. As someone deeply...
Dennis Kuriakose
Jun 3, 20252 min read
AI trade is still on?
A great conversation spanning the AI value chain and an indicative view of the trends for the rest of the year. This conversation is from...
Dennis Kuriakose
Mar 28, 20254 min read
State of the Union with Andreas Steno
This is one of the episodes from Real Vision and Steno Research for the monthly State of the Union session from Andreas Steno . It's...
Dennis Kuriakose
Mar 28, 20252 min read
Tesla's growth narrative since DOGE days
Elon Musk addressed the employee base and wider investor base with an all-hands meeting , which painted an exciting vision for Tesla....
Dennis Kuriakose
Mar 28, 20253 min read
Scott Bessent Interview – David Friedberg and Chamath Palihapitiya
An excellent interview with Treasury Secretary Scott Bessent while he is laying out the Trump administration's game plan to induce...
Dennis Kuriakose
Mar 21, 20255 min read
The Impact of Trump Tariff Policies on the US Economy
Introduction Tariffs have long been a key policy lever in global trade negotiations, often used to protect domestic industries. However,...
Dennis Kuriakose
Mar 13, 20253 min read
Current direction of NLP research in RAG
I collated and then ranked the most current topics in NLP RAG. The main purpose was to identify a research area for final Stanford paper...
Dennis Kuriakose
Oct 3, 20245 min read
Unlocking the Power of Neural Information Retrieval:
As I’ve been diving into information retrieval (IR) as part of a course at Stanford, I’ve come across several neural approaches that are...
Dennis Kuriakose
Sep 23, 20244 min read
US Federal Budget in numbers
Steve Ballmer outlines the key facts behind the dramatic growth of US government debt over the last 15 years, spurred by the Great...
Dennis Kuriakose
Sep 20, 20243 min read
DSPy: Programming - not Prompting the LLMs
Stanford researchers have developed and refined a workflow and prompt optimization framework called DSPy . DSPy simplifies prompt writing...
Dennis Kuriakose
Sep 20, 20242 min read
Obervations from Karpathy on AI evolution
There is no one like Karpathy when it comes to providing a commentary about what is going on in the AI industry - he shares his...
Dennis Kuriakose
Sep 13, 20244 min read
Weekly Digest: 16th Aug 2024
Business: Chinese startup WeRide IPO in the US, AI pricing strategies in SaaS offerings, Top 10 SaaS KPIs in charts, Deep Mind's robots...
Dennis Kuriakose
Aug 19, 20243 min read
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