Why Durable Companies Avoid the AI Label
Durable companies don’t call themselves AI companies. They pick a clear problem, solve it with technology, and move on rather…
General Partner at Contrarian Thinking Capital
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Durable companies don’t call themselves AI companies. They pick a clear problem, solve it with technology, and move on rather…
The more we automate, the more skilled workers we will need. This sounds counterintuitive, but it is becoming the reality…
I see an interesting dynamic resurfacing in venture investing: people are confusing velocity with haste. They are mistaking the discipline…
Every big idea moves down society through what I call “The Culture Stack.” Let me take ChatGPT as an example….
In a world where artificial intelligence has democratized technical capabilities, the true differentiator lies in our creative potential. The New…
The landscape of AI investment opportunities has evolved significantly, and I have observed a clear shift in where the real…