Navigating Moats and Gaps All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative
Technologies Change, but Market Behavior is Remarkably Consistent AI is in the spotlight, but human psychology determines market cycles
Super Micro’s Latest Misstep, OpenAI’s Erotica, and Tech Sexpionage “Dirty ChatGPT” is coming to town
AI Doesn’t Worry Me, but the People Behind It Are Another Matter It's a Powerful Tool in the Wrong Hands
Observations on OpenAI, Fractured Identities, and Misplaced Idealism It’s Not a Book Review, but Books Provided the Inspiration
Why AI is Attracting VC Backing for Software Development And Why It Might Fall Short of Expectations in Other Areas