The Inversion Investor

The Inversion Investor

Letter to a Colleague

Peter Pham's avatar
Peter Pham
Mar 17, 2026
∙ Paid

What’s changed for me is more about the broader environment we’re operating in.

Everything has become heavily probabilistic almost to an extreme - the matrix itself?

It feels like we’re living inside a kind of “model-first” world, where everyone is trying to predict everything: markets, economies, behavior, even societal outcomes.

With the rise of algorith…

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