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Artificial 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?

Artificial Intelligence

Is the AI Bubble Bursting?

Jan 30, 2025

Is the AI Bubble Bursting?

We now know hyperscalers are slowing their spending growth.

Artificial 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?

Artificial Intelligence

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

Jan 9, 2025

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

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

Artificial Intelligence

Silicon Valley's Paradigm Shift

Oct 3, 2024

Silicon Valley's Paradigm Shift

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

Artificial 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.

Artificial 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?

Artificial Intelligence

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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