Tag: Artificial Intelligence
The Multi‑Trillion Dollar AI Compute Bet
Big tech are making a huge bet on AI Compute. Whether this pays off is the key investment question of 2025.
·
AI, Artificial Intelligence, Compute, Economics, Investing, Investments, Knowledge, Live, LLMs, SemiconductorsAI Stack Economics
Exploring the AI value stack: From compute hardware to end-users, where will the greatest value accrue in this evolving landscape?
·
AI, Artificial Intelligence, Books, Food, Investing, Knowledge, Mental Model, Notes from, Richard Koch, The Star PrincipleThe Star Principle & making better investment decisions
Takeaways from the book the Star Principle by Richard Koch in which he shares the secrets of his success – and shows how you too can identify and enrich yourself from ‘Stars’.
·
The Future of Progress
Thoughts on how to navigate the future with the Tech vs. Global Shift model: Embrace accelerating technology (Vertical Progress) while adapting to deglobalization (Horizontal Regression) to unlock growth opportunities.
·
