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A collection of 82 issues

Bitcoin: FOMO Eclipsed by Fear of Whales

I have spent some time recently using genAI as a research tool. One area where I’ve tapped AI’s research facility involves cryptocurrency, especially bitcoin. I’ve never truly understood the bitcoin investment thesis, and I thought AI might be able to find and synthesize perspectives that offer a

When Momentum Fades and Exhaustion Looms

Momentum always flags and falters eventually. It’s only a question of when it will happen.

Going Underground: The Strange History of Tech Billionaires and Their Bunkers

The title of this post pays homage to Going Underground, a song released by mod rockers The Jam in 1980. Some of the song’s lyrics, if you view them ironically and from a skewed perspective – and I’m always up for that assignment – could reflect the current sentiments of

Going Over the Top, Again

NVIDIA might beat the Street one more time later today, but the denouement of this market drama will follow a banal, hackneyed, and all-too predictable script. At some point, NVIDIA’s investor brigade will go over the top, if not later today then next quarter.

The Evolution and Future of the Celebrity CEO

I had an epiphany – though you can decide whether I was beguiled by a mirage – while reading a recent Wall Street Journal article that explored China’s penchant for CEOs to double as entertainers. According to the article, the rise of the entertaining CEO derives from the hierarchical and regimented

The Accelerating Drive To AI Consolidation

By its very nature – technologically complex, resource intensive, often prohibitively costly to deploy and operate at volume and scale – AI is likely to host a rapidly thinning field of vendors and relatively early market consolidation.

On Intel’s Past, Present, and Future

Intel clung tenaciously to what made it great in an earlier era, and now it finds itself a diminished presence, struggling to regain lost dominance.