October 2026
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Faith & AI living
Pope Leo XIV on AI — Living Tracker
Running log of every place Pope Leo XIV speaks about artificial intelligence, starting with the encyclical Magnifica Humanitas and the France/UNESCO visit.
September 2026
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Investing & Markets
After the AI Correction — Investment Thesis
Essay on AI capex risk, correction scenarios, and which sectors (power, data centers, materials) structurally benefit. Thesis only, no positions.
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