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25+ years building startups in SF & Silicon Valley. Now living in exile. On a journey from tech entrepreneur to VC & portfolio manager. Subscribe now for the latest insights on stocks, startups & emerging tech.

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19 Jun 2024 · 3 min read

Death rattle in the dream machine

Content warning: This piece contains strong language and themes. Hide your children. Avert your eyes. For the last 17 years, whenever the bell would ring, Pavlov would pick up his

24 Mar 2024 · 3 min read

Quantum thermodynamic flatulation

The startup Extropic.ai headed by cult leader Twitter X personality Beff Jezos (Guillaume Verdon) came out of stealth mode recently, on the heels of a $14.1M Series Seed

12 Mar 2024 · 7 min read

Oracle flaps but will it fly?

Against all odds, that ancient, gritty, sluggish technology giant is finally emerging into the rarefied air of the cloud. Sure, it may be 16 years late to the party, but the important thing is it is actually happening. Larry Ellison is finally joining his billionaire friends in the sky.

27 Feb 2024 · 10 min read

Nvidia's strategic problem

Nvidia faces an inevitable strategic dilemma despite its meteoric hardware success. While shifting to services opens new markets, direct competition with hyperscalers brings formidable challenges that threaten its dominance.

22 Feb 2024 · 2 min read

Google's public AI struggle session

Amidst the sprawling digital empire that Alphabet has meticulously curated, the company's foray into AI presents a paradox of progress mired by ideological bias. This ideological contamination, far

9 Feb 2024 · 10 min read

Identifying sub-themes in the AI wave

As AI and autonomous systems progress from novelties to major economic forces, where can we look for the most promising investment opportunities?

2 Feb 2024 · 9 min read

Google might even come back to win this round of AI

Google confronts disruption from advancing AI as it balances perfecting search’s enduring relevance while proactively architecting accreditation structures to unlock new revenue streams and cement crucial media relationships.

30 Jan 2024 · 12 min read

Investing in the Long Waves

Long waves of technological and economic progress shape modern history. The best investors ride these cycles of creative destruction, reaping exponential rewards by backing innovations early.

Nietzsche's last man pulls the lever of technological determinism

8 Jan 2024 · 2 min read

Sitting at Nietzsche's slot machine

Gambling with creativity in a world where technology and AI spins the wheel of fate

6 Jan 2024 · 9 min read

The Rising Cult of Robot Jesus

Welcome to 2024 where AI obsession and ideology are merging into a weird kind of techno-religion.