Private Markets

The Citrini Moment: Not a Fashionable Cocktail, but a Provocative AI Scenario

Between forecasts and fiction

AI Gets Contextual and Pragmatic, Among Other Things

And will there still be a market for your organs (not the musical kind) in the age of Dark Enlightenment?

IPO Outlook: SpaceX Will Go Stratospheric

No bankers or prospectus yet, but this is an easy call

Of Musk’s Wonky Predictions and Ellison’s Unfortunately Named Yacht

Sometimes being right is beside the point

Finding Equanimity Amid the Noise

Rational Talk about Bubbles

Belated New Year Salutations from the Belly of the Bubble

The song is discordant, but in some ways it’s the same

Prediction Markets: Gambling in All But Name

It's old fashioned, but I still distinguish between gambling and investing

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?