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Nicholas Mitsakos
Nicholas Mitsakos

76 Followers

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Mar 12

Crisis and Opportunity

Margin Call versus The Big Fix People are analyzing Silicon Valley Bank’s failure as a simple mismatching of cash flows and obligations. Silicon Valley Bank had long-term debt paying low fixed rates, and as their funding cost rose, they were losing money. Then, when companies needed additional liquidity, they had…

Silicon Valley Bank

3 min read

Crisis and Opportunity
Crisis and Opportunity
Silicon Valley Bank

3 min read


Mar 9

ChatGPT Is Not Intelligence

Nicholas Mitsakos Artificial General Intelligence Is a False Promise Artificial intelligence is disrupting all software and services — when applied within narrow and specific parameters. It performs useful tasks and provides meaningful information for decision-makers but within well-defined data sets. AI still has significant limitations, and large language artificial general…

Chatgpt

7 min read

Artificial General Intelligence Is a False Promise
Artificial General Intelligence Is a False Promise
Chatgpt

7 min read


Mar 7

The Energy Solutions We Actually Need — Hydrogen and Geothermal

Hydrogen While electric vehicles get most of the headlines, EVs are questionable “green” solutions, at best. Advancements in hydrogen and geothermal energy are creating more promising and impactful alternative energy strategies. In Germany large-scale production of green hydrogen (a clean substance using electricity to split water into oxygen and hydrogen)…

Alternative Energy

2 min read

The Energy Solutions We Actually Need — Hydrogen and Geothermal
The Energy Solutions We Actually Need — Hydrogen and Geothermal
Alternative Energy

2 min read


Feb 21

Globalization and Optimism

The Case for Optimism Isolationism, fragmentation, and pessimism always fail. In 1930, as global economies began to suffer, economic pessimism permeated the world and led to a spiral of protectionism, disintegrating trade, political isolation, and ultimately global destruction. John Maynard Keynes presciently said, “we are suffering from a bad attack…

Globalization

8 min read

Globalization and Optimism
Globalization and Optimism
Globalization

8 min read


Feb 4

Discovery, Innovation, and Crisis

New Thinking, Intractable Problems, and Existential Crises Our most intractable problems cannot be solved with behavior modification, conservation, or our existing technology, regardless of its advanced or widespread applications. Only new knowledge creating innovative solutions can address our most intractable problems. This can only be achieved through basic scientific discoveries…

Innovation

16 min read

Discovery, Innovation, and Crisis
Discovery, Innovation, and Crisis
Innovation

16 min read


Jan 13

Industrial Policy — Stupidity by Another Name

Nicholas Mitsakos The separation of business and state. Zero-sum thinking has begun. Despite comparative advantage, mutual cooperation, and specialization proving indisputably more beneficial than any other approach to economic interaction, this ideal is under threat. …

Technology

10 min read

Industrial Policy — Stupidity by Another Name
Industrial Policy — Stupidity by Another Name
Technology

10 min read


Dec 29, 2022

Proud Certainty

Set Aside Your Proud Certainty Good advice for everyone. In his preamble to “The Theory of Relativity,” Einstein implored his reader to, “set aside your proud certainty” because he was about to present something quite revolutionary, iconoclastic, and, as he discovered for many years after publication, challenging to be broadly…

Einstein

8 min read

Proud Certainty
Proud Certainty
Einstein

8 min read


Dec 9, 2022

The Broken Road of Innovation

Artificial Intelligence, Biotechnology, and New Drug Discovery Text to breakthrough. Artificial intelligence models, such as Open AI’s DALL-E2 program, are trained to generate pictures from almost any text request. …

Dall E 2

6 min read

The Broken Road of Innovation
The Broken Road of Innovation
Dall E 2

6 min read


Dec 4, 2022

Uncertain Markets and Future Returns

Nicholas Mitsakos Volatile stock and bond markets are not going away anytime soon, and investment strategies focused on discipline, market-tested algorithms, and the patience to withstand near-term turbulence will continue to deliver better results. As US stocks have dropped about 25% and US long-term treasuries dropped nearly 30%, specific strategies…

Uncertainty

6 min read

Uncertain Markets and Future Returns
Uncertain Markets and Future Returns
Uncertainty

6 min read


Nov 30, 2022

Looking Forward

The most ambitious ideas are yet to be discovered. Most current innovations have yet to reach their potential, and new innovations are essential to address the most critical issues we confront, whether that is climate change, food scarcity, water shortages, or more effective distribution of innovation itself. Artificial Intelligence Advanced…

Artificial Intelligence

9 min read

Looking Forward
Looking Forward
Artificial Intelligence

9 min read

Nicholas Mitsakos

Nicholas Mitsakos

76 Followers

I am an investor, entrepreneur, writer, and lecturer.

Following
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    MIT Open Learning

  • MIT Media Lab

    MIT Media Lab

  • Oxford Academic

    Oxford Academic

  • Jumei Lin

    Jumei Lin

  • Jean-Louis Gassée

    Jean-Louis Gassée

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