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Recent Notes

  • DXC OASIS는 managed services를 agentic operations로 바꾸려는 실험이다

    Jul 02, 2026

  • HP의 AI 보안 발표는 endpoint가 다시 병목이 되는 이유를 보여준다

    Jul 02, 2026

  • HP Z Workstations와 Z Boost는 AI compute가 클라우드 밖으로도 분산된다는 신호다

    Jul 02, 2026

  • Air-gapped AI deployment

    Jul 02, 2026

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Tag: investing-framework

3 items with this tag.

  • Jul 02, 2026

    CET1 자본비율

    • banks
    • capital-ratio
    • financial-regulation
    • investing-framework
  • Jul 02, 2026

    Howard Marks 메모로 읽는 AI 버블과 private credit

    • markets
    • ai-capex
    • private-credit
    • investing-framework
  • Jul 02, 2026

    Private credit

    • credit
    • private-markets
    • investing-framework

3 items with this tag.

  • Jul 02, 2026

    CET1 자본비율

    • banks
    • capital-ratio
    • financial-regulation
    • investing-framework
  • Jul 02, 2026

    Howard Marks 메모로 읽는 AI 버블과 private credit

    • markets
    • ai-capex
    • private-credit
    • investing-framework
  • Jul 02, 2026

    Private credit

    • credit
    • private-markets
    • investing-framework

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