Cautious Optimism

All aboard the quantum rollercoaster, and reaching peak child under capitalism

The second era of fintech

The fight for global AI supremacy, and Steve Bannon versus the Tech Right

Thus ends my Twitter addiction

My most conservative beliefs: Price controls suck and Federal deficit matters

US AI investment is world crushing

Can anyone slow Nvidia down?

It’s good business, but knee-bending is gross

Economic Calendar for the Week of January 05, 2025

It's power laws all the way down

Answering our 2024 questions, and charting a bright path into the New Year

Oh god, the VCs have discovered Christianity