Tag

NVDA Feb 27, 2024

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.

10 min read
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
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