WIRTW: Earnings Snapshot, OpenAI Recapitalizes, Fed Pivot, And More

November 01, 2025

Meta AI Reorg, NVIDIA Chips in Space, Quantum Breakthrough, And More

October 25, 2025

WIRTW: $1.5T Bet On America, Google's AI Biology Breakthrough, And More

October 18, 2025

Deep Dive: A Primer on Mag7 - Amazon

October 15, 2025

What I Read This Week...

October 11, 2025

What I read this week...

October 04, 2025

Deep Dive: China's Industrial Might and Domestic Policy

October 02, 2025

What I Read This Week…

September 20, 2025

Deep Dive: China Part 1

September 03, 2025

Deep Dive: A Primer on Mag7 (Part 4)

June 20, 2025

Deep Dive: A Primer on Mag7 (Part 3)

June 08, 2025

2024 Annual Letter

June 04, 2025

Deep Dive: A Primer on Mag7 (Part 2)

May 23, 2025

Deep Dive: A Primer on M7 (Part 1)

May 08, 2025

Deep Dive: A Primer on Stablecoins

April 28, 2025

A Conversation with JCal about the Evolution of Media

April 18, 2025

Short Dive: The Trump Administration's Fiscal Strategy

March 24, 2025

Inside the AI Chip Race with Groq

March 07, 2025

Deep Dive: The Media Landscape - Sense-making 2.0

March 05, 2025

A Conversation with One of My 8090 Co-Founders

February 08, 2025

Deep Dive: The Current State of AI

January 30, 2025

Deep Dive: A Primer on Cryptocurrencies

December 05, 2024

Deep Dive: Understanding Federal Agencies

October 30, 2024

Deep Dive: Is India the Next Economic Giant?

October 01, 2024

Deep Dive: A Primer on Drug Development

August 09, 2024

Deep Dive: Defense 2.0 - Protecting America

July 02, 2024

Deep Dive: Creator Economy - The Next Phase of Media

June 04, 2024

2023 Annual Letter

May 14, 2024

Deep Dive: Moore's Law and Next Steps for Silicon

April 30, 2024

Deep Dive: The Future of Space

March 28, 2024

Deep Dive: The Business Model of Healthcare

February 28, 2024

What I Read This Week...

February 17, 2024

Community Meetup

February 06, 2024

The Future of AI Compute: A Conversation With Jonathan Ross

February 05, 2024

Large Language Models, How to Train Them, and xAI’s Grok

January 31, 2024

Deep Dive: Artificial Intelligence

January 23, 2024

The Global Energy Transition

December 04, 2023

A Short History of OpenAI

November 20, 2023

The Federal Reserve and Critical Moments in U.S. Monetary Policy

November 15, 2023

Learn With Me

November 02, 2023

What I read this week…

October 27, 2023

The Case for Big Action to Regulate Artificial Intelligence

May 09, 2023

2022 Annual Letter

April 04, 2023

Advice to Startup Founders and Employees: Strength Doesn’t Always Come in Numbers

March 24, 2023

Higher Rates Will Lead to the Next Generation of Great Tech Startups

January 26, 2023