Add to your lists

Recommended Content

Picture of Tech Investment Ideas

Inside the AdTech Industry: The Trade Desk's Problems & Outlook

March 28, 2025, 12:37 p.m.

No Paywall
Picture of Muddy Waters Research

MW is Short AppLovin (APP US)

March 27, 2025, 6:27 p.m.

No Paywall
Picture of Stratechery - Blog

An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI

March 27, 2025, 10:18 a.m.

No Paywall
Picture of 01Core

How AI might destroy apple

March 27, 2025, 9:22 a.m.

No Paywall
Picture of Interconnected

CoreWeave vs Nebius

March 25, 2025, 8:32 p.m.

No Paywall
FinBrowser logo

How would you rate this source in terms of content quality?
Source Picture

01Core

Picture of 01Core

Tags

Thought-Provoking

Similiar Sources

Picture of Big Technology
Big Technology
Tech - Analysis 9.8
Picture of Brief Thoughts
Brief Thoughts
Tech - Analysis 9.3
Picture of Margins by Ranjan Roy and Can Duruk
Margins by Ranjan Roy and Can Duruk
Tech - Analysis 9.7
Picture of MT Capital Research
MT Capital Research
Tech - Analysis 9.3
Picture of PATENT DROP
PATENT DROP
Tech - Analysis 9.3
Picture of Platform Aeronaut
Platform Aeronaut
Tech - Analysis 9.0
Picture of Platformer
Platformer
Tech - Analysis 9.0
Picture of Stratechery - Blog
Stratechery - Blog
Tech - Analysis 9.9
Picture of Tanay’s Newsletter
Tanay’s Newsletter
Tech - Analysis 9.8
Picture of The Razor's Edge
The Razor's Edge
Tech - Analysis 9.0

Summary

Sector Tech
Content Type Analysis
Website Substack
Paywall No

Ratings

Average Rating 9.5
Ratings 2
Your Rating Rate
Ranking 32

Content

Picture of 01Core

A deep dive on Google

April 1, 2025, 11:37 a.m.

No Paywall
Picture of 01Core

How to beat the $QQQ - the sequel

March 30, 2025, 11:39 a.m.

No Paywall
Picture of 01Core

How AI might destroy apple

March 27, 2025, 9:22 a.m.

No Paywall
Picture of 01Core

The difference time makes; Tech bro cognitive dissonance

March 23, 2025, 9:05 a.m.

No Paywall
Picture of 01Core

The absurdity of Climate Doomerism

March 22, 2025, 10:47 a.m.

No Paywall
Picture of 01Core

The absurdity of Climate Doomerism

March 22, 2025, 10:40 a.m.

No Paywall
Picture of 01Core

What will happen when "Intelligence" is no longer a limiting resource? Does it end cyclicality for chips and energy? Why compute demand might increase 12,700% over the next 10 years

March 20, 2025, 1:22 p.m.

No Paywall
Picture of 01Core

Driverless car costs have gotten low enough that we can expect exponential growth from here on out

March 18, 2025, 7:33 p.m.

No Paywall
Picture of 01Core

Homebuilders/construction cos+ semiconductor capital equipment companies - the good kind of cyclical

March 15, 2025, 1:22 p.m.

No Paywall
Picture of 01Core

If you aren’t using LLMs to improve your decision making you will fall behind…

March 14, 2025, 10:42 a.m.

No Paywall
Picture of 01Core

The inevitable death of Google

March 12, 2025, 12:39 p.m.

No Paywall
Picture of 01Core

Google vs. LLMs = Facebook vs. TikTok? Apple intelligence delay is bullish for Apple; Deflation is coming

March 7, 2025, 10:28 a.m.

No Paywall
Picture of 01Core

Comments on Ezra Klein's piece on AGI in the NYT (part 1)

March 5, 2025, 11:01 a.m.

No Paywall
Picture of 01Core

XBytes - an experiment; Google is dying; Homebuilder complex; AI cracks superbug problem

March 4, 2025, 1 p.m.

No Paywall
Picture of 01Core

Agentic robotics: historical funding and forecast; impact on war, labor force participation rate, & blue to red state migration.

Feb. 15, 2025, 3:45 p.m.

No Paywall
Picture of 01Core

Big Tech is Big Spending + The Implications of Said Spending on the Intelligence Explosion

Jan. 4, 2025, 1:42 p.m.

No Paywall
Picture of 01Core

10 Predictions from the year 2016 and how they panned out

Sept. 1, 2024, 10:43 a.m.

No Paywall
Picture of 01Core

Agents are Coming - the next General Purpose Technologies: The biggest companies are getting bigger even after you adjust for inflation (link to source).

Aug. 17, 2024, 10:44 p.m.

No Paywall
Picture of 01Core

Predictions for the humanoid robot ("Synths" for short) market by 2035: Topic Summary:

April 7, 2024, 10:51 a.m.

No Paywall
Picture of 01Core

Big Tech is the best way to play AI (and the best way to beat the returns of the S&P 500 and hence the vast majority of professional investors over the next 10 years): Don't overthink it

Feb. 25, 2024, 8:50 p.m.

No Paywall
Picture of 01Core

Agentic AI: I ran through a calculation in detail in a different post (The Exponential Growth of Progress) that estimated time spent farming in the year 1800 verse today. In the year 1800 when the global population was 1 billion, humans collectively spent around 830 billion hours growing food. Today humans spend approximately 110 billion hours growing food - even though our population is nearing 8 billion. So, we spend ~700 billion less hours to grow food even though our population is up near 8X

Dec. 4, 2023, 2:04 p.m.

No Paywall
Picture of 01Core

The most important factors driving investment returns over the next 10 years: [Regulation & Vortexes] (and how to profit from them): There are two. First is the power dynamic between corporations and government. In the United States corporations are more powerful than government. When new laws are written it is the biggest corporations who decide what they should be and then the government puts them in place. Case in point - what is happening right now with AI regulation. Tech Giants and their C

Sept. 16, 2023, 10:04 p.m.

No Paywall
Picture of 01Core

When AGI?: Peter Thiel once lamented: “We wanted flying cars and all we got was 140 characters”. His point was that true groundbreaking technological progress seemed to have slowed down dramatically. In the 20th century alone we got cars, planes, electricity, put a man on the moon, and invented the internet. But - so his thought process went - in the 21st century capital (and time) was sucked up mostly by companies seeking new ways to entertain us (Facebook, Twitter, Netflix) or sell us things (

Sept. 4, 2023, 2:19 p.m.

No Paywall
Picture of 01Core

The Synths are coming. : For purposes of this post my definition of a “Synth” is a humanoid robot with at least the intellectual and emotional intelligence level of an average human. Their appearance may or may not be human, and will be determined by use case and local regulations.

June 30, 2023, 1:07 a.m.

No Paywall
Picture of 01Core

LLMs will result in Voice becoming a 4th component of the GUI. This will be a bigger improvement on UI than the switch from a Blackberry keyboard to a touchscreen

Feb. 9, 2023, 12:23 a.m.

No Paywall