thoughts

Not interested in the "Magnificent Seven"

EVs, iPhones, Paid Search, Ads, Hyperscalers and AI.

Philoinvestor

10 May 2024 — 2 min read

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AI-ran 🧑🏻‍💻🇮🇷

AI-ran 🧑🏻‍💻🇮🇷

energy chokepoint = compute chokepoint = economic chokepoint

LaaS: Layoffs-as-a-Service

LaaS: Layoffs-as-a-Service

When AI Turns from Tailwind to Headwind

b.AI.t and Switch: The Confidence Game

b.AI.t and Switch: The Confidence Game

and the Soros-FinTwit effect

Gold, War & Currency Debasement

Gold, War & Currency Debasement