Investment Opportunities - Humanoid vs Specialized Robotics
March 23, 2025
AI In Private Equity: A Framework For Evaluation
March 16, 2025
The Hardware Lottery And The Future Of AI
March 09, 2025
The Chesterton's Fence AI Investing Strategy
March 05, 2025
Conflicting AI Opinions And FSD As An Investing Roadmap
March 02, 2025
State Of AI Agents At Big Tech Companies
February 10, 2025
Why Deepseek Will Drive Innovation In Foundation Models
February 02, 2025
GPU Compute Is The "Eyeballs" Of This Bubble
January 26, 2025
The Six Mental Models For AI Investing
January 13, 2025
December 31, 2024
December 22, 2024
FAEM - My Favorite AI Business Model
December 08, 2024
Questions About What Is Next For AI
November 24, 2024
The Cracks In LLM Scaling And Where To Invest Next
November 10, 2024
My Biggest Failed AI Investment Thesis
October 27, 2024
October 13, 2024
Real Time Data For AI: Why I Invested in FeedbackNow
September 22, 2024
AI and Adaptive Culture - Would an AGI Support Trump?
September 08, 2024
The Indirect Implications of AI When Investing
August 26, 2024
Is AI Too Expensive To Justify The ROI?
July 21, 2024
The Things That AI Won't Change
July 14, 2024
Attention Is All You Need, But Not The Tech Kind
June 30, 2024
Lessons From Filterworld And A Warning For AI
June 23, 2024
June 09, 2024
What Will Be The SOC2 of AI Models?
May 19, 2024
The Factors Impacting NVIDIA's Defensibility
April 28, 2024
How I Think About AI Investing in 2024
April 09, 2024
Just-In-Case AI: Does Downside Risk Limit AI ROI?
February 25, 2024
The Coming Dark Patterns of Botomation In AI
February 04, 2024
The Agent Economy and Economic Growth
January 21, 2024
2024 - The Year Of Objective Function Engineering
December 31, 2023
Introducing Graphlan: AI Powered Usage Of Your Professional Network
December 17, 2023
December 03, 2023
How The Fundamental Limits of Intelligence May Shape AI Business Models
November 12, 2023
AI, Not Blockchain, Is The Real Path To Decentralization
October 22, 2023
October 08, 2023
Jagged Frontier: The Best New Idea In AI
September 24, 2023
Hurry Up And Wait - The Challenge of AI Workflows
September 17, 2023
Beyond PMF: AI and Tech As A Fashion Industry
August 20, 2023
AI Cannot Solve QWERTY Problems
July 16, 2023
What Does It Mean For A Startup To "Focus"?
July 02, 2023
5 Contrarian AI Theses For Early Stage Investors
June 18, 2023
May 28, 2023
May 14, 2023
Why Real User Feedback Matters Less In An AI World
May 01, 2023
Does ChatGPT Mean Humans Are Stochastic Parrots?
April 16, 2023
AI And The Great Bifurcation of 2024
April 02, 2023
How AI Will Make The Next Banking Crisis Worse, Not Better
March 14, 2023
The Ethics of Persuasive AI Chatbots
February 26, 2023
The Forces Driving The Economics Of Generative Media
January 21, 2023
Why Generative AI Is Mostly A Bad VC Bet
January 07, 2023
November 30, 2022
The Mental Model Most AI Investors Are Missing
April 11, 2022
Investing in Robotics: What Drives Defensibility?
June 28, 2021
Will AI Create The First Trillion Dollar IPO?
March 28, 2021
The Economics of AI With GPT-3
March 07, 2021
Why Amazon Will Become An AI Chip Company
February 21, 2021
Where Does Value Accrue In The Edge AI Tech Stack?
January 24, 2021
Why The Racial and Gender Gap In AI Will Take Time To Solve
January 03, 2021
The Economics of Edge AI Will Make It Bigger Than The Cloud
November 29, 2020
Why Network Effects Are Important In Robotics Companies
November 02, 2020
Diseconomies of Network Scale And What They Might Mean For AI
October 18, 2020
Why Isn't There An AI Financial Crash?
October 05, 2020
Technically Sentient: Will Algorithms Absolve Humans of Responsibility?
September 20, 2020
Technically Sentient: The Coming World of Synthetic Media
September 06, 2020