Duk Lee - Blog & Notes

Writing

• Oct 24, 2026
  The Perkini Report & Wargaming the 2028 AI Crash: A Forensic Deep Dive into TS Lombard's $20 Trillion Capex Unwind, Kalecki-Levy Profit Recycling, and Off-Balance-Sheet SPV Debt
• Oct 23, 2026
  Hacker News Front Page Roundup — October 23, 2026
• Oct 22, 2026
  Is AI Data Center Debt the New 2008 Subprime Bubble? A Forensic Deep Dive Into Securitizations, Off-Balance-Sheet SPVs, and Shadow Credit Contagion
• Oct 22, 2026
  Hacker News Front Page Roundup — October 22, 2026
• Oct 22, 2026
  Ken Griffin's AI Paradox, Chamath's '72-Cent' VC Revenue Math, and Anthropic's $450B Take-or-Pay Cliff: A Forensic Deep Dive