Asymmetric Investing
Topics
Artificial Intelligence

Artificial Intelligence

LYFT MGM Blockchain Z Autonomous Driving Stock Buys Asymmetric Portfolio SOFI CROX UBER Video SPOT DIS GM FIGS DBX HIMS OWLT Artificial Intelligence HOOD PTLO ABNB GOOG MBLY COIN Big Picture Concepts ONON TSLA PTON

Artificial IntelligenceArtificial Intelligence

Is the AI Bubble Bursting?

We now know hyperscalers are slowing their spending growth.

Travis Hoium

Artificial IntelligenceArtificial Intelligence

Big Tech's Ticking Time Bomb

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

Travis Hoium

Artificial IntelligenceArtificial Intelligence

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

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

Travis Hoium

Artificial IntelligenceArtificial Intelligence

Silicon Valley's Paradigm Shift

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

Travis Hoium

Artificial IntelligenceArtificial Intelligence

Sam's Coup & OpenAI's House of Cards

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

Travis Hoium

Artificial IntelligenceArtificial Intelligence

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