Private Markets

Navigating Moats and Gaps

All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative

Decoupling Technologies from Market Bubbles

AI will outlive a bursting bubble

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?

Will the Tech Industry Go Underground?

Datacenter Future Could Be Subterranean

Datacenters in Space: Not a Sitcom, but Maybe It Should Be

There’s no serenity now

AI Doesn’t Worry Me, but the People Behind It Are Another Matter

It's a Powerful Tool in the Wrong Hands

Don’t Blame Nvidia for this China Crisis

Stuck in the Middle, Getting a Kicking from Both Sides

Addressing Big Questions: Is the AI Market a Bubble About to Burst?

It's Probably Not a Full-Fledged Bubble, but Here's How You'll Be Able Tell

AI Acquihire Deals Benefit a Few at the Cost of Many

There Must Be a Better Way, Especially for Abandoned Employees

Observations on OpenAI, Fractured Identities, and Misplaced Idealism

It’s Not a Book Review, but Books Provided the Inspiration