Hi, I'm James Thomason. As a technologist and entrepreneur, I've spent the last 25 years building startup companies in Silicon Valley and San Francisco. Now I am navigating a new path from entrepreneur to venture capital and portfolio management.
Here, I write about emerging technology trends, the nuances of building startups, and the complexities of trading and investing. My work often puts me shoulder to shoulder with founders, helping them shape products, refine strategy, and find their footing. I like being hands on, whether stepping in as an interim CTO or contributing on product vision, because it keeps me close to the real challenges of building companies and sharpens my perspective as an investor and advisor.
I am also a long-short portfolio manager, currently focused on managing my own family office capital. My core focus is on technology, media, and telecom (TMT) — sectors where I have deep experience and where innovation constantly creates opportunity. I selectively step outside TMT only when there is a clear technology inflection point transforming a company or industry.
My approach is active and research driven, designed to capture market dislocations and volatility. I combine macro perspectives, fundamental analysis, AI tools, and alternative data to build high-conviction trades. I also use derivatives and hedging overlays to balance risk and reward. Managing my own portfolio allows me to test ideas, refine strategies, and prepare for a broader platform in the future.
Through my writing, I aim to provide a realistic perspective on technology, entrepreneurship, and investing. Whether I am dissecting a breakthrough in tech, advising a startup on its next move, or reflecting on market dynamics, my insights come from real-world experience and a deep curiosity about innovation.
Important Disclosures
Informational Purposes Only: The information presented on this site covers various topics, including my trading and investment strategies, emerging technology trends, and insights into the tech industry. It is important to note that this content is for informational purposes only and should not be interpreted as investment, financial, or legal advice. The information provided is based on my professional experience and understanding of the financial markets. However, it does not constitute personalized advice tailored to your individual investment goals, financial situation, or needs. I strongly encourage all readers to consult with a licensed financial advisor and conduct thorough research before making any investment decisions.
Trading and Investing is Very Risky: Engaging in trading and investing, particularly in sectors such as emerging tech, biotech, and fintech, and with instruments like options and other derivatives, involves significant risk. The potential for both substantial gains and losses is high. It is possible to lose all or even more than your initial investment rapidly. My analyses and insights are based on my experiences and interpretations, but there may be errors or omissions. Past performance is not indicative of future results. I accept no liability for any direct or consequential loss arising from the use of the information on this site. Always proceed with caution and consider your risk tolerance and financial situation.
Conflicts of Interest: As an active participant in trading and investment, I may hold positions in or trade the securities and companies discussed on this site. This introduces potential conflicts of interest, as my personal holdings and trading decisions could influence the content presented. My positions may change without notice. Readers should be aware of this potential conflict when interpreting the information provided. To maintain transparency, I will periodically update and disclose any relevant conflicts of interest and holdings as necessary.
Accuracy and Updates: While I strive for accuracy in the information presented, I do not guarantee it. The content may include errors or inaccuracies, and it is subject to change. I will make reasonable efforts to update disclosures and information regularly, but I recommend that readers verify details and seek professional advice as needed.
