The AI boom/bust

The AI boom/bust

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In April of this year I sent out a piece titled “Is the Nasdaq in a Reflexive Bubble?”

It did incredibly well — apparently many investors (of the highly-experienced variety) were looking to solve this question for themselves as well.

I now release it from paywall for the rest of you, as I’ve written a number of follow ups on it. Here it is 👇

Is the Nasdaq in a Reflexive Bubble?

Last week I wrote a small piece on the rush into A.I. — backed mainly from VC money. This was triggered by the launch of Chat GPT near the end of 2022, and by the effect the launch had on A.I-related share price valuations. The A.I. rush had begun then and there.

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Biden’s Techno-Imperial Cycle 🔁

Isolating just one layer of the whole process, see below. I talk more about it in Philo’s Thoughts above 🦉🎙️

I formulated my thesis on the two boom/bust cycles in slide format, and attach them herein.

The piece can be found below:

Biden's Techno-Imperial Cycle

Reading Time: 12 minutes

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