Figmira Studios
Research
Notes on the forces shaping the next worlds: AI, blockchain, robotics, and investing. Written in plain language, while learning in public.
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What if the discomfort is the direction?
The Edge, Not the Cliff
Why growth lives just past the point where things get uncomfortable, why most of us mistake that edge for a cliff, and why the only way to find it is to move.
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What if AI's biggest bottleneck isn't thinking, but remembering?
SK hynix: Why We Believe SKHY Can Run to $780 a Share
Twenty-four years ago, a nearly bankrupt memory maker refused to be sold. Today it builds the memory AI can't run without. Here's why we believe its stock can quadruple by 2032.
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What if the odds are the wrong thing to measure?
Out of My Mind: Why a Little Delusion Is No Longer Optional
On being a little delusional, why it stopped being optional, and why AI turned me into a believer.
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What if the best way to build new worlds is to study this one first?
Why Figmira Studios Starts With Research
Before building new worlds, I want to understand the forces shaping them. Here's what these notes will cover, and how I'll write them.
No notes in this world yet. The first one is on its way.