Refacto
Three daily newsletters · refacto.app · Free
A daily read on ad tech, with separate editions for AI and for AI agents.
Each edition works through the day's trade press, earnings and industry
podcasts, then argues about what actually matters rather than listing
everything that happened.
Where an edition makes a call about where the market is heading, that
call is recorded and graded later on a public scoreboard — including the
ones that turn out to be wrong.
Refacto Stocks
Research tool · refacto.app/stocks
Public companies put in front of a council of investor lenses — value,
growth, technical, macro, AI disruption and others — each arguing its own
case on the same company, then reconciled into a single scorecard with the
disagreements left visible.
The AI disruption lens exists because most equity frameworks were built
before displacement by AI was a live risk to a business model, and it
changes the answer on more companies than you would expect.
See the scorecard
PolyTerm
Analysis terminal · poly.refacto.app · Free account required
A working terminal for prediction markets. Prices, movement, market depth
and the case for and against a position, assembled in one place rather
than reconstructed across a dozen browser tabs each time.
Watchlists and positions are per-person, so it needs a free account before
it becomes useful.
Open PolyTerm
CJ
Studio monitors · design frozen at Rev L · not yet built
A four-way active studio monitor system — a fleet of them — designed with
an AI from acoustic first principles through CNC-ready fabrication files.
Every dimension lives in code, and every joint was verified
computationally in assembled coordinates before a sheet of Baltic birch
was cut.
It is the AI-trust question in miniature, with a falsifiable ending:
either the boxes fit or they don't. The blueprints, fabrication package
and assembly guide are all published.
See the design