Investing

ORCL

12 Mar 2024 · 7 min read

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.

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NVDA

27 Feb 2024 · 10 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.

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Investing

9 Feb 2024 · 10 min read

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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Investing

2 Feb 2024 · 9 min read

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.

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Investing

30 Jan 2024 · 12 min read

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.

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