Technology
Low Hanging Compute
....and the Era of Technological Determinism
Technology
Special Situationship
When the stars align with distribution and scale.
Technology
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender
Technology
The Central Bank of Nvidia
NVDA has replaced the Fed. The next phase of the cycle.
Technology
They drank the Kool-AI-d
Now what?
Technology
AI Wars: China just pulled the plug
But on who? Sizing the damage.
Technology
Duolingo in the post-AI world
Memo on Duolingo, 3.5 years and a multi-bagger later.
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.
Technology
The effect of the EU's Digital Rules on Big Tech+
6 Gatekeepers + more coming? AAPL, META, AMZN, GOOG, MSFT
Technology
The race for Tech Supremacy
AI, Semiconductors, China, Taiwan and the world stuck in a prisoner's dilemma.
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.