David Awad
@davidawad.bsky.social
Attorney, Investor, Engineer
- technical due diligence and automation
- expert testimony and subject matter expertise
- custom software tools for investors
More on my work at
https://awad.consulting/
- technical due diligence and automation
- expert testimony and subject matter expertise
- custom software tools for investors
More on my work at
https://awad.consulting/
Given all the fear-mongering on AI Datacenter Capex spend, the Manhattan Project spent money at a scale that looks small!
The U.S. spent *$2.2 billion* on the Manhattan Project in the 1940s.
That sounds big... until you adjust for inflation.
In today’s money?
*Roughly $35–40 billion.*
And here’s t
The U.S. spent *$2.2 billion* on the Manhattan Project in the 1940s.
That sounds big... until you adjust for inflation.
In today’s money?
*Roughly $35–40 billion.*
And here’s t
February 11, 2026 at 3:15 PM
Given all the fear-mongering on AI Datacenter Capex spend, the Manhattan Project spent money at a scale that looks small!
The U.S. spent *$2.2 billion* on the Manhattan Project in the 1940s.
That sounds big... until you adjust for inflation.
In today’s money?
*Roughly $35–40 billion.*
And here’s t
The U.S. spent *$2.2 billion* on the Manhattan Project in the 1940s.
That sounds big... until you adjust for inflation.
In today’s money?
*Roughly $35–40 billion.*
And here’s t
Thank you so much to peptalk for recommending me as a speaker on their platform.
If you're interested, more on that here;
https://www.getapeptalk.com/experts/david-awad-speaker
If you're interested, more on that here;
https://www.getapeptalk.com/experts/david-awad-speaker
February 10, 2026 at 3:30 PM
Thank you so much to peptalk for recommending me as a speaker on their platform.
If you're interested, more on that here;
https://www.getapeptalk.com/experts/david-awad-speaker
If you're interested, more on that here;
https://www.getapeptalk.com/experts/david-awad-speaker
A $650 tractor part exposed Ferrari’s arrogance?
Ferruccio Lamborghini, a successful tractor manufacturer, loved Ferraris—enough to throw big money at one. Until the clutch kept burning out. Frustrated, he pulled it apart, and what did he find? The Ferrari had the SAME CLUTCH as his cheap tractor.
Ferruccio Lamborghini, a successful tractor manufacturer, loved Ferraris—enough to throw big money at one. Until the clutch kept burning out. Frustrated, he pulled it apart, and what did he find? The Ferrari had the SAME CLUTCH as his cheap tractor.
February 9, 2026 at 3:05 PM
A $650 tractor part exposed Ferrari’s arrogance?
Ferruccio Lamborghini, a successful tractor manufacturer, loved Ferraris—enough to throw big money at one. Until the clutch kept burning out. Frustrated, he pulled it apart, and what did he find? The Ferrari had the SAME CLUTCH as his cheap tractor.
Ferruccio Lamborghini, a successful tractor manufacturer, loved Ferraris—enough to throw big money at one. Until the clutch kept burning out. Frustrated, he pulled it apart, and what did he find? The Ferrari had the SAME CLUTCH as his cheap tractor.
Most people don’t ask lawyers legal questions because they want the law explained.
They ask because they’re afraid of what the answer might mean.
And I get that.
Today I work as an attorney and investor. I’ve sat in board meetings, written term sheets, and helped build companies.
The legal question
They ask because they’re afraid of what the answer might mean.
And I get that.
Today I work as an attorney and investor. I’ve sat in board meetings, written term sheets, and helped build companies.
The legal question
February 6, 2026 at 3:30 PM
Most people don’t ask lawyers legal questions because they want the law explained.
They ask because they’re afraid of what the answer might mean.
And I get that.
Today I work as an attorney and investor. I’ve sat in board meetings, written term sheets, and helped build companies.
The legal question
They ask because they’re afraid of what the answer might mean.
And I get that.
Today I work as an attorney and investor. I’ve sat in board meetings, written term sheets, and helped build companies.
The legal question
TSLA’s rally went off the rails on February 4, 2020 in a very unique way.
That day, over $55 billion worth of Tesla shares traded hands with more than any other U.S. stock in a single day to-date. Blistering volume signals broad, manic engagement, institutions, retail, shorts getting squeezed.
I
That day, over $55 billion worth of Tesla shares traded hands with more than any other U.S. stock in a single day to-date. Blistering volume signals broad, manic engagement, institutions, retail, shorts getting squeezed.
I
February 4, 2026 at 3:25 PM
TSLA’s rally went off the rails on February 4, 2020 in a very unique way.
That day, over $55 billion worth of Tesla shares traded hands with more than any other U.S. stock in a single day to-date. Blistering volume signals broad, manic engagement, institutions, retail, shorts getting squeezed.
I
That day, over $55 billion worth of Tesla shares traded hands with more than any other U.S. stock in a single day to-date. Blistering volume signals broad, manic engagement, institutions, retail, shorts getting squeezed.
I
We have found some building blocks of life independent of the earth.
In 1999 we discovered an asteroid called Bennu. In 2025 we've found it contains sugars, nucleobases, phosphate, and amino acids.
IT APPEARS these are external signs of the building blocks of independent life emerging from other
In 1999 we discovered an asteroid called Bennu. In 2025 we've found it contains sugars, nucleobases, phosphate, and amino acids.
IT APPEARS these are external signs of the building blocks of independent life emerging from other
February 2, 2026 at 3:45 PM
We have found some building blocks of life independent of the earth.
In 1999 we discovered an asteroid called Bennu. In 2025 we've found it contains sugars, nucleobases, phosphate, and amino acids.
IT APPEARS these are external signs of the building blocks of independent life emerging from other
In 1999 we discovered an asteroid called Bennu. In 2025 we've found it contains sugars, nucleobases, phosphate, and amino acids.
IT APPEARS these are external signs of the building blocks of independent life emerging from other
You ever notice people buying a stock then dumping it 48 hours later? That’s not silly... it’s a strategy.
Most people think dividends are just a nice bonus from owning a stock.
But there’s an entire strategy where traders try to capture ONLY the dividend…
without actually holding the stock long-t
Most people think dividends are just a nice bonus from owning a stock.
But there’s an entire strategy where traders try to capture ONLY the dividend…
without actually holding the stock long-t
January 30, 2026 at 3:45 PM
You ever notice people buying a stock then dumping it 48 hours later? That’s not silly... it’s a strategy.
Most people think dividends are just a nice bonus from owning a stock.
But there’s an entire strategy where traders try to capture ONLY the dividend…
without actually holding the stock long-t
Most people think dividends are just a nice bonus from owning a stock.
But there’s an entire strategy where traders try to capture ONLY the dividend…
without actually holding the stock long-t
A single machine now costs more than most startups ever raise
Everyone talks about AI chips.
Almost no one talks about the machine that makes them.
The next-generation EUV lithography machine will cost around $300 million per unit.
That’s:
• More than most commercial airplanes
• Twice the cost of
Everyone talks about AI chips.
Almost no one talks about the machine that makes them.
The next-generation EUV lithography machine will cost around $300 million per unit.
That’s:
• More than most commercial airplanes
• Twice the cost of
January 28, 2026 at 3:15 PM
A single machine now costs more than most startups ever raise
Everyone talks about AI chips.
Almost no one talks about the machine that makes them.
The next-generation EUV lithography machine will cost around $300 million per unit.
That’s:
• More than most commercial airplanes
• Twice the cost of
Everyone talks about AI chips.
Almost no one talks about the machine that makes them.
The next-generation EUV lithography machine will cost around $300 million per unit.
That’s:
• More than most commercial airplanes
• Twice the cost of
“Why the least affected jobs aren’t the ‘tech’ ones ... they’re the human ones.”
If AI is rapidly reshaping knowledge work, which roles does it impact the least?
According to this Microsoft study, the "lowest AI applicability" jobs include:
* Nurses and Nursing Assistants
* Phlebotomists
* Mecha
If AI is rapidly reshaping knowledge work, which roles does it impact the least?
According to this Microsoft study, the "lowest AI applicability" jobs include:
* Nurses and Nursing Assistants
* Phlebotomists
* Mecha
January 26, 2026 at 3:46 PM
“Why the least affected jobs aren’t the ‘tech’ ones ... they’re the human ones.”
If AI is rapidly reshaping knowledge work, which roles does it impact the least?
According to this Microsoft study, the "lowest AI applicability" jobs include:
* Nurses and Nursing Assistants
* Phlebotomists
* Mecha
If AI is rapidly reshaping knowledge work, which roles does it impact the least?
According to this Microsoft study, the "lowest AI applicability" jobs include:
* Nurses and Nursing Assistants
* Phlebotomists
* Mecha
Reddit is currently suing Anthropic over your comments. Literally.
I'm not working on this case, but I often help attorneys with similar issues.
Most people don’t realize this, but Reddit quietly became one of the most valuable data goldmines in the world.
Not because of ads.
Not because of pre
I'm not working on this case, but I often help attorneys with similar issues.
Most people don’t realize this, but Reddit quietly became one of the most valuable data goldmines in the world.
Not because of ads.
Not because of pre
January 23, 2026 at 3:35 PM
Reddit is currently suing Anthropic over your comments. Literally.
I'm not working on this case, but I often help attorneys with similar issues.
Most people don’t realize this, but Reddit quietly became one of the most valuable data goldmines in the world.
Not because of ads.
Not because of pre
I'm not working on this case, but I often help attorneys with similar issues.
Most people don’t realize this, but Reddit quietly became one of the most valuable data goldmines in the world.
Not because of ads.
Not because of pre
Most economic indicators sound like they were invented just to confuse people.
The Buffett Indicator isn’t one of them.
It’s actually stupidly simple:
Take the total value of the U.S. stock market.
Divide it by the size of the U.S. economy (GDP).
That ratio tells you if the market is overpriced or
The Buffett Indicator isn’t one of them.
It’s actually stupidly simple:
Take the total value of the U.S. stock market.
Divide it by the size of the U.S. economy (GDP).
That ratio tells you if the market is overpriced or
January 21, 2026 at 3:35 PM
Most economic indicators sound like they were invented just to confuse people.
The Buffett Indicator isn’t one of them.
It’s actually stupidly simple:
Take the total value of the U.S. stock market.
Divide it by the size of the U.S. economy (GDP).
That ratio tells you if the market is overpriced or
The Buffett Indicator isn’t one of them.
It’s actually stupidly simple:
Take the total value of the U.S. stock market.
Divide it by the size of the U.S. economy (GDP).
That ratio tells you if the market is overpriced or
Some radio stations don’t play music.
They don’t host shows.
They don’t take calls.
They just read numbers.
Over and over.
For decades.
If you’ve ever scanned shortwave radio late at night (I mean no one has but still), you might’ve heard it.
A robotic voice.
“Seven. Three. Nine. Two. One.”
Pause.
They don’t host shows.
They don’t take calls.
They just read numbers.
Over and over.
For decades.
If you’ve ever scanned shortwave radio late at night (I mean no one has but still), you might’ve heard it.
A robotic voice.
“Seven. Three. Nine. Two. One.”
Pause.
January 19, 2026 at 3:20 PM
Some radio stations don’t play music.
They don’t host shows.
They don’t take calls.
They just read numbers.
Over and over.
For decades.
If you’ve ever scanned shortwave radio late at night (I mean no one has but still), you might’ve heard it.
A robotic voice.
“Seven. Three. Nine. Two. One.”
Pause.
They don’t host shows.
They don’t take calls.
They just read numbers.
Over and over.
For decades.
If you’ve ever scanned shortwave radio late at night (I mean no one has but still), you might’ve heard it.
A robotic voice.
“Seven. Three. Nine. Two. One.”
Pause.
Interested in cheap money? How about financing a deal at 4%?
There’s a tiny corner of the financial markets where traders quietly trade loans without calling them loans.
Most people think a “loan” is when you walk into a bank and sign papers to get a check. That's child's play.
In professional
There’s a tiny corner of the financial markets where traders quietly trade loans without calling them loans.
Most people think a “loan” is when you walk into a bank and sign papers to get a check. That's child's play.
In professional
January 16, 2026 at 3:35 PM
Interested in cheap money? How about financing a deal at 4%?
There’s a tiny corner of the financial markets where traders quietly trade loans without calling them loans.
Most people think a “loan” is when you walk into a bank and sign papers to get a check. That's child's play.
In professional
There’s a tiny corner of the financial markets where traders quietly trade loans without calling them loans.
Most people think a “loan” is when you walk into a bank and sign papers to get a check. That's child's play.
In professional
“When an agency gets to play prosecutor and judge… is that justice?”
I want to tell you about a really important case from 2024 on your Seventh Amendment right to a jury trial.
Imagine being in a fight where the other side gets to make the rules, argue the case, and decide the outcome.
For years,
I want to tell you about a really important case from 2024 on your Seventh Amendment right to a jury trial.
Imagine being in a fight where the other side gets to make the rules, argue the case, and decide the outcome.
For years,
January 14, 2026 at 3:35 PM
“When an agency gets to play prosecutor and judge… is that justice?”
I want to tell you about a really important case from 2024 on your Seventh Amendment right to a jury trial.
Imagine being in a fight where the other side gets to make the rules, argue the case, and decide the outcome.
For years,
I want to tell you about a really important case from 2024 on your Seventh Amendment right to a jury trial.
Imagine being in a fight where the other side gets to make the rules, argue the case, and decide the outcome.
For years,
I recently came across the somewhat obvious question of why water is blue and I didn't have an obvious answer.
Even pure water isn’t totally clear—it absorbs light.
When sunlight hits water, red light (the long wavelengths, 600-800 nm) gets absorbed because of vibrational modes in the water molec
Even pure water isn’t totally clear—it absorbs light.
When sunlight hits water, red light (the long wavelengths, 600-800 nm) gets absorbed because of vibrational modes in the water molec
January 12, 2026 at 3:20 PM
I recently came across the somewhat obvious question of why water is blue and I didn't have an obvious answer.
Even pure water isn’t totally clear—it absorbs light.
When sunlight hits water, red light (the long wavelengths, 600-800 nm) gets absorbed because of vibrational modes in the water molec
Even pure water isn’t totally clear—it absorbs light.
When sunlight hits water, red light (the long wavelengths, 600-800 nm) gets absorbed because of vibrational modes in the water molec
THIS IS HUGE.
AI is now doing real mathematics — not just assisted, but autonomous.
Last week, Aristotle (from HarmonicMath) independently proved *a version* of Erdős Problem #124 using Lean — a conjecture that had been marked open for nearly 30 years.
It wasn’t the original version Erdős intend
AI is now doing real mathematics — not just assisted, but autonomous.
Last week, Aristotle (from HarmonicMath) independently proved *a version* of Erdős Problem #124 using Lean — a conjecture that had been marked open for nearly 30 years.
It wasn’t the original version Erdős intend
January 9, 2026 at 3:31 PM
THIS IS HUGE.
AI is now doing real mathematics — not just assisted, but autonomous.
Last week, Aristotle (from HarmonicMath) independently proved *a version* of Erdős Problem #124 using Lean — a conjecture that had been marked open for nearly 30 years.
It wasn’t the original version Erdős intend
AI is now doing real mathematics — not just assisted, but autonomous.
Last week, Aristotle (from HarmonicMath) independently proved *a version* of Erdős Problem #124 using Lean — a conjecture that had been marked open for nearly 30 years.
It wasn’t the original version Erdős intend
The iPhone ecosystem tax is dead.
This week the Ninth Circuit Court of Appeals upheld most of Judge Yvonne Gonzalez Rogers’ ruling: Apple can’t slap a 27% fee on external payment links, nor dictate how those links or buttons look inside iOS apps.
Apple was found in **willful contempt** of the 20
This week the Ninth Circuit Court of Appeals upheld most of Judge Yvonne Gonzalez Rogers’ ruling: Apple can’t slap a 27% fee on external payment links, nor dictate how those links or buttons look inside iOS apps.
Apple was found in **willful contempt** of the 20
January 7, 2026 at 3:35 PM
The iPhone ecosystem tax is dead.
This week the Ninth Circuit Court of Appeals upheld most of Judge Yvonne Gonzalez Rogers’ ruling: Apple can’t slap a 27% fee on external payment links, nor dictate how those links or buttons look inside iOS apps.
Apple was found in **willful contempt** of the 20
This week the Ninth Circuit Court of Appeals upheld most of Judge Yvonne Gonzalez Rogers’ ruling: Apple can’t slap a 27% fee on external payment links, nor dictate how those links or buttons look inside iOS apps.
Apple was found in **willful contempt** of the 20
How does something invisible—like an electric field—reshape the very nature of a material?
Permittivity (a.k.a. relative permittivity or dielectric constant) is how we measure how easily a material’s charges when we apply an electric field. It’s the “give” that lets insulators store electric potent
Permittivity (a.k.a. relative permittivity or dielectric constant) is how we measure how easily a material’s charges when we apply an electric field. It’s the “give” that lets insulators store electric potent
January 5, 2026 at 3:25 PM
How does something invisible—like an electric field—reshape the very nature of a material?
Permittivity (a.k.a. relative permittivity or dielectric constant) is how we measure how easily a material’s charges when we apply an electric field. It’s the “give” that lets insulators store electric potent
Permittivity (a.k.a. relative permittivity or dielectric constant) is how we measure how easily a material’s charges when we apply an electric field. It’s the “give” that lets insulators store electric potent
Hammurabi was the original copywriter of law.
He ruled Babylon c. 1792–1750 BCE and released “282 laws” etched in stone. They covered everything—trade, family disputes, medicine, even wages. (https://www.history.com/articles/hammurabi)
Was it simply governance—or political theater?
The code open
He ruled Babylon c. 1792–1750 BCE and released “282 laws” etched in stone. They covered everything—trade, family disputes, medicine, even wages. (https://www.history.com/articles/hammurabi)
Was it simply governance—or political theater?
The code open
January 2, 2026 at 3:20 PM
Hammurabi was the original copywriter of law.
He ruled Babylon c. 1792–1750 BCE and released “282 laws” etched in stone. They covered everything—trade, family disputes, medicine, even wages. (https://www.history.com/articles/hammurabi)
Was it simply governance—or political theater?
The code open
He ruled Babylon c. 1792–1750 BCE and released “282 laws” etched in stone. They covered everything—trade, family disputes, medicine, even wages. (https://www.history.com/articles/hammurabi)
Was it simply governance—or political theater?
The code open
Some ML history to spice up the timeline;
We think that ResNets in 2015 reshaped deep learning, but really the seeds were planted long before—just hiding behind the limits of compute.
Back in 1988, Lang & Witbrock trained a fully-connected network with “short-cut connections”—skip connections—lin
We think that ResNets in 2015 reshaped deep learning, but really the seeds were planted long before—just hiding behind the limits of compute.
Back in 1988, Lang & Witbrock trained a fully-connected network with “short-cut connections”—skip connections—lin
December 31, 2025 at 3:15 PM
Some ML history to spice up the timeline;
We think that ResNets in 2015 reshaped deep learning, but really the seeds were planted long before—just hiding behind the limits of compute.
Back in 1988, Lang & Witbrock trained a fully-connected network with “short-cut connections”—skip connections—lin
We think that ResNets in 2015 reshaped deep learning, but really the seeds were planted long before—just hiding behind the limits of compute.
Back in 1988, Lang & Witbrock trained a fully-connected network with “short-cut connections”—skip connections—lin
Today a first edition physical copy of this book sells for over $1000.
Shockley’s 1950 textbook, Electrons and Holes in Semiconductors, the bible that ignited the transistor revolution.
When it was published, nobody fully understood semiconductors—let alone how electrons and holes worked together
Shockley’s 1950 textbook, Electrons and Holes in Semiconductors, the bible that ignited the transistor revolution.
When it was published, nobody fully understood semiconductors—let alone how electrons and holes worked together
December 29, 2025 at 3:05 PM
Today a first edition physical copy of this book sells for over $1000.
Shockley’s 1950 textbook, Electrons and Holes in Semiconductors, the bible that ignited the transistor revolution.
When it was published, nobody fully understood semiconductors—let alone how electrons and holes worked together
Shockley’s 1950 textbook, Electrons and Holes in Semiconductors, the bible that ignited the transistor revolution.
When it was published, nobody fully understood semiconductors—let alone how electrons and holes worked together
First insurance company for ministers?
Back in 1748, two Scottish Presbyterian ministers—Alexander Webster and Robert Wallace—did something remarkable. They founded what became the "Scottish Ministers’ Widows’ Fund"—essentially the first modern life insurance company.
They didn’t rely on guesswor
Back in 1748, two Scottish Presbyterian ministers—Alexander Webster and Robert Wallace—did something remarkable. They founded what became the "Scottish Ministers’ Widows’ Fund"—essentially the first modern life insurance company.
They didn’t rely on guesswor
December 26, 2025 at 3:20 PM
First insurance company for ministers?
Back in 1748, two Scottish Presbyterian ministers—Alexander Webster and Robert Wallace—did something remarkable. They founded what became the "Scottish Ministers’ Widows’ Fund"—essentially the first modern life insurance company.
They didn’t rely on guesswor
Back in 1748, two Scottish Presbyterian ministers—Alexander Webster and Robert Wallace—did something remarkable. They founded what became the "Scottish Ministers’ Widows’ Fund"—essentially the first modern life insurance company.
They didn’t rely on guesswor
An iron law of history: luxuries tend to become necessities—and then obligations.
What starts as a rare indulgence turns into what everyone expects.
Think of air conditioning: once a luxury, now a must in workplaces. Or consider the swift expectations around real-time delivery, always-on service,
What starts as a rare indulgence turns into what everyone expects.
Think of air conditioning: once a luxury, now a must in workplaces. Or consider the swift expectations around real-time delivery, always-on service,
December 22, 2025 at 3:05 PM
An iron law of history: luxuries tend to become necessities—and then obligations.
What starts as a rare indulgence turns into what everyone expects.
Think of air conditioning: once a luxury, now a must in workplaces. Or consider the swift expectations around real-time delivery, always-on service,
What starts as a rare indulgence turns into what everyone expects.
Think of air conditioning: once a luxury, now a must in workplaces. Or consider the swift expectations around real-time delivery, always-on service,
Senator Glass leans forward. “Mr. Mitchell, tell me—what caused the crash of ’29?”
It was February 21, 1933 and Carter Glass, long a voice for reform in banking, grabbed the floor. He looked straight at Charles E. Mitchell—heavy hitter in finance—and demanded accountability. Mitchell had been steer
It was February 21, 1933 and Carter Glass, long a voice for reform in banking, grabbed the floor. He looked straight at Charles E. Mitchell—heavy hitter in finance—and demanded accountability. Mitchell had been steer
December 19, 2025 at 3:15 PM
Senator Glass leans forward. “Mr. Mitchell, tell me—what caused the crash of ’29?”
It was February 21, 1933 and Carter Glass, long a voice for reform in banking, grabbed the floor. He looked straight at Charles E. Mitchell—heavy hitter in finance—and demanded accountability. Mitchell had been steer
It was February 21, 1933 and Carter Glass, long a voice for reform in banking, grabbed the floor. He looked straight at Charles E. Mitchell—heavy hitter in finance—and demanded accountability. Mitchell had been steer
I just heard the INSANE story of Alba the glow in the dark rabbit 🐇
In 2000, Brazilian artist Eduardo Kac asked a French lab to splice a jellyfish gene into a white rabbit embryo—and Alba was born. Under blue light, she glows green. Otherwise? Albino white.([artelectronicmedia.com](https://artelec
In 2000, Brazilian artist Eduardo Kac asked a French lab to splice a jellyfish gene into a white rabbit embryo—and Alba was born. Under blue light, she glows green. Otherwise? Albino white.([artelectronicmedia.com](https://artelec
December 17, 2025 at 4:00 PM
I just heard the INSANE story of Alba the glow in the dark rabbit 🐇
In 2000, Brazilian artist Eduardo Kac asked a French lab to splice a jellyfish gene into a white rabbit embryo—and Alba was born. Under blue light, she glows green. Otherwise? Albino white.([artelectronicmedia.com](https://artelec
In 2000, Brazilian artist Eduardo Kac asked a French lab to splice a jellyfish gene into a white rabbit embryo—and Alba was born. Under blue light, she glows green. Otherwise? Albino white.([artelectronicmedia.com](https://artelec