NVDA 27 Feb 2024 · 11 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
GOOG 22 Feb 2024 · 5 min read Risking Ruin: How Alphabet's AI Bias Threatens Shareholder Value Alphabet's foray into AI, marred by ideological bias, poses a stark risk to shareholder investments and erodes trust in its technology. Read more
Investing 9 Feb 2024 · 11 min read Top 50 Investable Themes in AI for 2024 As AI and autonomous systems progress from novelties to major economic forces, where can we look for the most promising investment opportunities? 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