24 Jan 2025 · 9 min read It's almost over When AI's infinite supply meets weakening demand, the hangover won't be pretty. Read more
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 Read more
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 Read more
ORCL 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. Read more
NVDA 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. Read more
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 Read more
Investing 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? Read more
Investing 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. Read more
Investing 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. Read more
AI 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 Read more
AI 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. Read more
