Bearish Nightmares: The Second Cold War
Every now and then you read something that shakes your bullishness. Stratechery gave me that with an end of the “Post-Cold War”. This is an amazing quote, because it’s toeing the line between making a ...
Month: December 2022
I Stopped Googling: Here’s What Happened
I’ve always been a bit of a Google bear. Search is clearly an amazing business and I see plenty of short term moats. The business is generally great when it turns into a verb and ...
The Problem with AI
Artificial intelligence (AI) has been all the rage lately, with advancements in machine learning and natural language processing allowing AI systems to do all sorts of impressive things. But let’s be real here: AI is ...