Who Wins in AI? Podcast with Harry Stebbings

October 27, 2025

Circular Deals & Supply Chain Dynamics

October 13, 2025

AI CapEx Now Hinges on Deus ex machina

October 06, 2025

Where should you work?

September 22, 2025

Reasonable Person's AGI

August 27, 2025

Why AI Labs Are Starting to Look Like Sports Teams

June 17, 2025

Partnering with Kela: Modern Defense for Israel and Western Allies

March 17, 2025

It’s All One Bubble

January 28, 2025

AI in 2025: Building Blocks Firmly in Place

December 09, 2024

Morning After the AI Super Bowl

August 29, 2024

AI in 2024: From Big Bang to Primordial Soup

August 28, 2024

The Next Billion Developers

August 28, 2024

The AI Supply Chain Tug of War

August 14, 2024

From Hardcore to Visionary

August 14, 2024

20VC Interview w/ Harry Stebbings

August 14, 2024

Steel, Servers and Power: What it Takes to Win the Next Phase of AI

August 13, 2024

The Game Theory of AI CapEx

August 13, 2024

AI is Now Shovel Ready

August 13, 2024

AI's $600B Question

August 13, 2024

AI's $200B Question

August 13, 2024