Feed · David Talpalar, GP @ Shirlawn Capital

David Talpalar

39 posts indexed2 in the last 30 daysAI (Horizontal) · Energy & ClimateVisit site ↗

Thursday, 13 August 2026

1 piece

The Big Data Center Debate

AI (Horizontal) · Energy & Climate

Thursday, 30 July 2026

1 piece

Supply Chain Whiplash

Thursday, 16 July 2026

1 piece

Closed vs. Open-Source: The Ongoing Model Market Share Battle

Thursday, 2 July 2026

1 piece

Assessing Ramp's Study on AI Adoption vs. Workforce Growth

Thursday, 18 June 2026

1 piece

The Rise of the Vertically Integrated, AI-Native Company

Thursday, 4 June 2026

1 piece

The Critical Role of the Electrician in Today's Economy

Thursday, 28 May 2026

1 piece

A New Era for SMB Tech

Thursday, 21 May 2026

1 piece

USMCA and the State of North American Supply Chains

Thursday, 14 May 2026

1 piece

The Case for Investing in Lending AI Tools

Thursday, 7 May 2026

1 piece

Housing is a Supply Problem. How can Tech Help?

Thursday, 30 April 2026

1 piece

We Need More Found-Money Platforms

Thursday, 23 April 2026

1 piece

The Games We Play: Venture as Two Separate Asset Classes

Thursday, 16 April 2026

1 piece

Compute in the Age of AI

Thursday, 9 April 2026

1 piece

Systems of Measurement in the Token Economy

Thursday, 2 April 2026

1 piece

Brick-and-Mortar Retail: The Next Bastion for Technology

Thursday, 26 March 2026

1 piece

The Rise of Business-in-a-Box

Thursday, 19 March 2026

1 piece

Training AI Where Data Doesn’t Exist

Thursday, 12 March 2026

1 piece

Healthcare’s $350 Billion Administrative Tax

Thursday, 5 March 2026

1 piece

The Next Era of “Embedded”

Thursday, 26 February 2026

1 piece

The Molecule Machine: How AI Is Rewriting the Economics of Drug Discovery

Thursday, 19 February 2026

1 piece

Thinking Big vs. Thinking Small

Thursday, 12 February 2026

1 piece

Various Musings

Thursday, 5 February 2026

1 piece

AI's Impact on Manufacturing Variance

Thursday, 29 January 2026

1 piece

As Growth VCs Fight for Top of Market Access, Where do Early-Stage Companies Fit In?

Thursday, 22 January 2026

1 piece

The New Implementation Economy

Thursday, 15 January 2026

1 piece

A Year of Global Trade in Review

Thursday, 8 January 2026

1 piece

AI and the Next Generation of Systems of Record

Tuesday, 23 December 2025

1 piece

The Infrastructure-Distribution-Data-Flywheel

Thursday, 18 December 2025

1 piece

The Societal Shifts Driving Increased Investment into Longevity

Thursday, 11 December 2025

1 piece

The Software Investment Required to Facilitate Energy Efficiency

Thursday, 4 December 2025

1 piece

The Powerful, Behind-the-Scenes Impact of AI in Financial Services

Wednesday, 26 November 2025

1 piece

The Agricultural Backbone that Powers Thanksgiving

Thursday, 20 November 2025

1 piece

America's New "Physical Software" Layer

Thursday, 13 November 2025

1 piece

Agentic Browser Automation: The Next AI Core Competency

Thursday, 6 November 2025

1 piece

Aging In Place: The New Norm

Thursday, 30 October 2025

1 piece

Energy Independence: America’s Next Great Infrastructure Build

Thursday, 23 October 2025

1 piece

Robots' Role in the Future of American Manufacturing

Thursday, 16 October 2025

1 piece

Stablecoins at Scale

Wednesday, 15 October 2025

1 piece

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