Nuclear

tl;dr If you’re invested in URA because of Uranium, consider diversifying that position into other ETFs or fully moving it over to NUKZ to broaden your nuclear exposure. This is not financial advice. Special thanks to ChatGPT, Google, Reddit and Claude for helping me research, prepare, write and edit this post. Last May I wrote about why I’m allocating a large portion of my portfolio to Uranium with a bullish perspective on the nuclear sector at large. ...

Last year was the first time I published a “Top X Recommendations” blog post to close out the year. I heard from about half a dozen people who found at least one recommendation interesting or useful—which means there were probably even more who never mentioned it but still got something out of the list. So, I figured I’d do it again! In the very likely scenario that you either don’t have the time, interest, or attention span to read this whole thing, just scroll to the very bottom because the last one is by far my favorite. ...

Earlier this week I asked myself: “Why do I listen to so many podcasts?” This led me down a mental rabbit hole of reflection while I sought an answer to: “What is the source of my intrinsic motivation?” I came to the conclusion that if I were to listen to a podcast (or read a blog) of myself five years in the future, I want to be inspired by it today. Today, at 32, I’m hoping my 27-year-old self would be inspired by this blog, just as I currently seek inspiration from him. It’s how I know I’m achieving my full potential at every step along the way. ...

I’m going to share a small secret: a perfect solution to software documentation does not exist. It’s hard to generalize what “good documentation” entails. It depends on the team, the product, the timing, and a million other things. Have you found PMF or are you iterating? Are you a small tight-knit team or are you scaling? Is your team remote, in-office or hybrid? Is open source and external collaboration a key component of your value proposition? I’ll stop here before it gets boring… ...

Inspired by Simon Willison’s How I make annotated Presentations, I figured I’d annotate a presentation I did at ethcc.io in July 2024. He says it best: Even with that quality of presentation, I don’t think a video on its own is enough. My most recent talk was 40 minutes long—I’d love people to watch it, but I myself watch very few 40m long YouTube videos each year I might also create a Twitter thread similar to what @_tessr did for her talk on optimism if anyone requests it. ...

This is part of a series called “5 points & 1 resource” (think tl;dr but 5p;1r). I summarize 5 key concepts that would have helped me learn, relearn, or refresh my knowledge of a topic or paper. Today, I’m reviewing a paper I contributed to myself so I added a personal forward :) The real value prop of a permissionless inference network 1 Reference 5 Points Point 1: POKT Network ...

tl;dr Artificial Intelligence (AI) computing requires substantial energy, increasing the urgency for sustainable, scalable, and modular energy solutions. Major tech companies are actively adopting and investing in new ways to tap into nuclear power sources. The spot price for Uranium doubled over the past year due to a supply-demand imbalance, as current uranium supplies struggle to meet the demand from nuclear reactors. I argue that the current market presents a good entry point for diversifying into the uranium sector. Macroeconomic tailwinds could suggest a strong outperformance over the next decade at the cost of short-term volatility. I outline my thought process for choosing as a vehicle to do so. ...

I generally reserve my substack for blogging and writing down some of my ideas and reflections. However, on my personal site (olshansky.info), I also rate and capture my thoughts and reviews of books I’ve read or movies/tv I’ve watched. These are usually rougher and not as edited (I apologize in advance), but I wanted to do a one-time cross-post here so it is more discoverable in the future. In this one, I share my review of Barbie and The Art of Learning by Josh Waitzkin. ...

Tl;dr I’m incredibly excited to announce that I’m now leading Pocket’s V1 Protocol R&D team! This post gives a glimpse into the exhilarating 🎢 during my first six months at Pocket and the community behind this 🚀 shaping the future of Web3. A bit of background A little over six months ago, I published about my life-changing trip to Mexico on the Day of the Dead, which is basically half a decade in crypto years. Since then, the only constant in my life has been change, and I’m fortunate enough that almost all of it, though not always easy, still gets me excited and motivated to get out of bed every morning. ...