Tag: Artificial Intelligence


  • The Multi‑Trillion Dollar AI Compute Bet

    The Multi‑Trillion Dollar AI Compute Bet

    Big tech are making a huge bet on AI Compute. Whether…

  • AI Stack Economics

    AI Stack Economics

    Exploring the AI value stack: From compute hardware to end-users, where…

  • The Star Principle & making better investment decisions

    The Star Principle & making better investment decisions

    Takeaways from the book the Star Principle by Richard Koch in…

  • The Future of Progress

    The Future of Progress

    Thoughts on how to navigate the future with the Tech vs.…