2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Q2 2025 Update: Equanimity Investing
July 20, 2025, 1:42 p.m.
($) Lip-Bu Tan: the Tiger Dad Intel Needs
July 12, 2025, 1:43 p.m.
A New Father's Reflections on the American Dream
July 4, 2025, 3:56 p.m.
China's Structural Advantage in Open Source AI
June 25, 2025, 8:46 p.m.
($) Oracle Cloud: the Largest "Chinese Cloud" in America?
June 15, 2025, 11:24 p.m.
Contours of a US-China Tech Grand Bargain
June 8, 2025, 1:20 p.m.
($) Two Charts That Matter in Mary Meeker’s AI Deck
June 2, 2025, 9:59 p.m.
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
May 25, 2025, 10:14 p.m.
($) Is 2025 the Year of the AI RIF?
May 21, 2025, 12:41 p.m.
The Middle East Swings to American AI
May 18, 2025, 8:23 p.m.
($) Q1 2025: Trust the Process, Trust the Temperament
May 4, 2025, 5:10 p.m.
Benchmark Invests in Manus: VC Math vs Geopolitics Math
May 1, 2025, 11:46 a.m.
($) Huawei's Global AI Ambition: The Core Depends on The Soul
April 22, 2025, 9:12 p.m.
NVIDIA: Made in America (by Taiwan)
April 15, 2025, 10:14 p.m.
($) This Time is NOT like Covid
April 6, 2025, 11:50 p.m.
CoreWeave vs Nebius
March 25, 2025, 8:32 p.m.
An Ordinary Analogy to Understand Pre-Training, Test-Time Compute, Inference
March 21, 2025, 8:36 p.m.
($) Manus vs Gemini vs GPT: the Junior Stock Analyst
March 11, 2025, 10:07 p.m.
Has American Soft Power Peaked?
March 5, 2025, 5:24 a.m.
($) Alibaba Cloud: No Longer Ignored
Feb. 25, 2025, 11:40 p.m.
Nebius Part 2: Cash, Optionalities, Challenges
Feb. 17, 2025, 4:01 p.m.
Nebius Part 1: the Smooth (Developer) Operator
Feb. 17, 2025, 2:57 p.m.
($) DeepSeek Diffusion
Feb. 7, 2025, 1:22 p.m.
2024 Annual Letter: Generational Company, Generational Wealth
Feb. 2, 2025, 11:18 p.m.
($) Stargate is America’s Sovereign AI
Jan. 22, 2025, 2:57 p.m.