Technology
Duolingo in the post-AI world
Memo on Duolingo, 3.5 years and a multi-bagger later.
AI
Technology
The AI Tech Playbook, Part #2
From Apps to Access Points. AI Stack Watchlist inside.
Downside by Philo
Downside at AI. Part #2
Red Flags in AI: Satya’s Take, Nvidia’s Margins & the Custom Silicon Threat.
AI
What Stage?
Where we are in the cycle - and what makes it special.
AI
NVIDIA and its future. Sure thing?
Let's have a think!
Downside by Philo
Downside at Google
Monopolies, Antitrust and Chatbot Risks...
Technology
The race for Tech Supremacy
AI, Semiconductors, China, Taiwan and the world stuck in a prisoner's dilemma.
Downside by Philo
Downside at Palantir
Cult stocks and massive insider selling.
Technology
Weaponisation of AI (stuck in a prisoner's dilemma)
The fight for global dominance and corporate survival. Game theory and the law of unintended consequences. Tit for Tat and a race to the bottom.
Downside by Philo
Downside at Microsoft
Quality of Earnings, Peter Lynch and Warren Buffet.
AI
Covid Vaccines & the AI Complex
How did vaccine makers perform? How will AI perform?
Technology
AI, AI, AI.
Nvidia's 13F filing and their new positions in ARM, Soundhound and NANO-X etc