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Latest posts
Last updated over 3 years ago
AI: Startup Vs Incumbent Value
over 3 years ago
In each technology wave the value, revenue, market cap, profits and great...
Back to the office
almost 4 years ago
Prior to COVID, there were only 3 companies in tech that reached...
AI Revolution - Transformers and Large Language Models (LLMs)
almost 4 years ago
NLP & AI Revolution - Transformers and Large Language Models (LLMs)Part of...
What May Be Coming To Startups, 2022 Edition
about 4 years ago
About a month ago, I wrote a tweet storm on the changing...
MegaCycles in Tech & Crypto
almost 5 years ago
Every 8-10 years, the technology industry used to go through a boom...
The False Narrative Around Theranos
almost 5 years ago
One of the interesting aspects of the Theranos trial is the degree...
Unicorn Market Cap, June 2020 (Almost Post-Pandemic Edition)
about 5 years ago
I have previously written about Unicorn Market Cap and Industry towns in...
Anduril & Defense Tech
about 5 years ago
The last year has demonstrated repeatedly the lack of societal preparation for...