James Thomason

James Thomason

Notes on investing in technology disruption. Engineer → Founder → CTO → VC & long/short equity PM. 25 years of Silicon Valley pattern recognition.

Investing Feb 9, 2024

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?

10 min read
Investing Feb 2, 2024

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.

9 min read
Investing Jan 30, 2024

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.

12 min read
AI Jan 8, 2024

Sitting at Nietzsche's slot machine

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

2 min read
Nietzsche's last man pulls the lever of technological determinism
AI Jan 6, 2024

The Rising Cult of Robot Jesus

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

9 min read