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
James Thomason
Notes on investing in technology disruption. Engineer → Founder → CTO → VC & long/short equity PM. 25 years of Silicon Valley pattern recognition.
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
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.
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.
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
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?
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.
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.
Sitting at Nietzsche's slot machine
Gambling with creativity in a world where technology and AI spins the wheel of fate
The Rising Cult of Robot Jesus
Welcome to 2024 where AI obsession and ideology are merging into a weird kind of techno-religion.
