Philipp D. Dubach | Quantitative Finance & AI Strategy · Scour

Long Volatility Premium: Beta-Adjusted Tail Hedging as a Compensated Factor

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February 2026 Software Sell-Off: Why the SaaSpocalypse Is a Pricing Error

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Enterprise AI Agent Stack: Agentic AI Architecture Where Context Beats Models

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Where Mobile Money Goes Now

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The Variance Tax

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Claude Opus 4.6: Anthropic's New Flagship AI Model for Agentic Coding

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Buying the Haystack Might Not Work This Year

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Bandits and Agents: Netflix and Spotify Recommender Stacks in 2026

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Is Private Equity Just Beta With a Lockup?

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The Most Expensive Assumption in AI

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Against All Odds: The Mathematics of 'Provably Fair' Casino Games

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Pyrrhic Victory: Lessons From 70 Taiwan Wargames

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Most Enterprise AI Strategy is Backwards

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Ozempic is Reshaping the Fast Food Industry

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The Market Can Stay Irrational Longer Than You Can Stay Solvent

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Beyond Vector Search: Why LLMs Need Episodic Memory

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Praise by Name, Criticize by Category: Warren Buffett Retires at 95

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Bitcoin Security

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Apple's AI Bet: Playing the Long Game or Missing the Moment?

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Book Review: Why Machines Learn

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