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Artificial Intelligence

LYFTMGMBlockchainZAutonomous DrivingStock BuysAsymmetric PortfolioSOFICROXUBERVideoSPOTDISGMSPCEFIGSDBXHIMSOWLTArtificial IntelligenceHOODPTLOABNBJOBYGOOGMBLYCOINBig Picture ConceptsCELHONONTSLAPTON
Artificial IntelligenceArtificial Intelligence
AI, Robotics, and The Commoditization of the Physical World
Mar 13, 2025

AI, Robotics, and The Commoditization of the Physical World

AI robotics is advancing incredibly quickly, but is this the next LLM race in AI?

Travis Hoium
Travis Hoium
Artificial IntelligenceArtificial Intelligence
Is the AI Bubble Bursting?
Jan 30, 2025

Is the AI Bubble Bursting?

We now know hyperscalers are slowing their spending growth.

Travis Hoium
Travis Hoium
Artificial IntelligenceArtificial Intelligence
Big Tech's Ticking Time Bomb
Jan 26, 2025

Big Tech's Ticking Time Bomb

Tens of billions of dollars are being invested in GPUs, but are costs being realized appropriately?

Travis Hoium
Travis Hoium
Artificial IntelligenceArtificial Intelligence
Artificial Intelligence & The End Of Silicon Valley's Money Factory
Jan 09, 2025

Artificial Intelligence & The End Of Silicon Valley's Money Factory

The zero marginal cost days in Silicon Valley may be over.

Travis Hoium
Travis Hoium
Artificial IntelligenceArtificial Intelligence
Silicon Valley's Paradigm Shift
Oct 04, 2024

Silicon Valley's Paradigm Shift

The capital light roots of Silicon Valley have been flipped on their head.

Travis Hoium
Travis Hoium
Artificial IntelligenceArtificial Intelligence
Sam's Coup & OpenAI's House of Cards
Sep 26, 2024

Sam's Coup & OpenAI's House of Cards

Talent is fleeing OpenAI and Sam Altman may get a $10 billion payday.

Travis Hoium
Travis Hoium
Artificial IntelligenceArtificial Intelligence
The Danger of a Perfect Product Market Fit
Sep 20, 2024

The Danger of a Perfect Product Market Fit

Artificial intelligence is a no-brainer for the rich (VCs) and talented (engineers) in Silicon Valley. What about the rest of us?

Travis Hoium
Travis Hoium
Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

Asymmetric Investing

Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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