The successor to the internet
When running faster and faster keeps us in the same place
The Sword of Damocles and equity investing
Geopolitics and Cyber, ML Compute, & Intangible Value Investing
By 2030 we won’t ask why traditional banks are gone, we will wonder why they hadn’t disappeared years ago.
Taking a market temperature check with Google Trends
Imagine if the demand aggregators of today aggregated... everything.
Damn it feels good to be a platform.
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