AI

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.

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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?

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Sitting at Nietzsche's slot machine

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

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The Rising Cult of Robot Jesus

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

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