Rationality and ExuberancePredicting what’s next has been a fool’s game, and it continues to be. The S&P 500 was up 26% in 2023 and 25% in 2024, for the best…Jan 8Jan 8
AGI Is Not Coming SoonThis podcast discusses my article on the current state of artificial intelligence, focusing on the limitations of large language models and…Oct 18, 2024Oct 18, 2024
Burning Billions“It’s vector analysis. Get the trajectory right, and you land on the moon. Get it wrong, and you hit the hillside.”Oct 15, 2024Oct 15, 2024
A New Vision for AIThis is a new podcast based on my artificial intelligence research. I argue that the current approach to artificial intelligence, reliant…Oct 6, 2024Oct 6, 2024
Apple v VisaLarge technology companies, especially Apple, can disrupt global finance. Two citadels of sustainable competitive advantage, Visa and…Aug 15, 2024Aug 15, 2024
A New Perspective on AIData and computing power will become insurmountable hurdles for transformer-based models. A new generation of AI models requires…Apr 22, 2024Apr 22, 2024
Transformation, Disruption, Opportunity, and HypeTransformation, Disruption, Opportunity, and HypeMar 7, 2024Mar 7, 2024
China, Prosperity, and Free MarketsCapital wants to go where it’s needed but only stays when treated well.Feb 13, 2024Feb 13, 2024
