GoodAtInvesting

Building AI • Quantitative Finance

This is a website; the personal page of Max Abouchar. Currently I am leading solutions at MindsDB, previously the CTO and Co-Founder of thinkr, and the solo builder of AlphaCharter V2, AlphaCharter V1, and AI Art Arena.

In addition to building AI, I have shared my experience and some thinking on Quantitative Finance and DeFi. This is where I share deep-dive analyses, visualizations, and research; this spares my friends and family from my latest obsessions with matplotlib graphs and quantitative models.

Most of this website was written during the crypto era of 2020-2022. I am currently building AI and have been since October 2023. I hope to share more about my journey and my thoughts on AI on this site.

Latest Research


SpaceX Is Not Worth $1.77 Trillion

Three valuation methods, one trillion-dollar gap, and all the receipts from the S-1.

A DCF, sum-of-the-parts comps, and a real-options model on the AI bet all land between $159B and $224B. The IPO priced at $1.77T. Working through what that number actually requires you to believe.

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Labs


Interactive tools and explorers built alongside research posts. Hosted at labs.goodatinvesting.com.

Space Datacenter Explorer

Interactive sensitivity analysis for orbital datacenter feasibility

Tune launch costs, solar array mass, radiator performance, and constellation geometry to see how the "space premium" changes — the extra CAPEX required to put equivalent GPU compute in orbit.

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Research Archive