Private Markets

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?

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