Weekly Newsletter

How Can You Not be Romantic About NYC?

God Bless Jalen Brunson

Jun 15 • Jack Raines

Software is Dead, Long Live Software

Some thoughts on the "AI kills software narrative" post-Figma earnings.

May 18 • Jack Raines

AI's Looming Talent Retention Problem

What happens when everyone gets too rich too fast to need to keep working?

May 4 • Jack Raines

Uptick in Anti-AI Terrorism

Narrative gets you to the IPO. Narrative makes everyone hate you.

Apr 13 • Jack Raines

Forward Deployed Hedge Fund Analysts

Straight of Hormuz, OpenAI's new acquisition, and Mercor got hacked.

Apr 6 • Jack Raines

Nothing is ever really "priced in" is it?

Traders don't know how to play Iran, everyone wants Anthropic stock, Perplexity Computer rocks.

Mar 30 • Jack Raines

What Comes Next?

On anxiety, uncertainty, and all of this AI/professional angst.

Feb 9

Elon Musk Did It Again

Plus: fake quantum company buys real chip company, and Murray Hill guy breaks Twitter.

Feb 3 • Jack Raines

Financial Modeling Will Be Obsolete

Claude, Claude, Claude, and more Claude.

Jan 26 • Jack Raines

Happy 2026, Let's Get This Bread

Ski trip in France and some thoughts on self-driving.

Jan 5 • Jack Raines

India, Deep Work, and Some 2026 Goals

Brief weekly update between Christmas and New Years

Dec 29, 2025 • Jack Raines

Back to New York

(almost) officially an NYC resident again, plus thoughts on narrative, status, and taxing trillionaires.

Dec 8, 2025 • Jack Raines

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