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Previous Thoughts

  • The Muse is Loose
    Weekly Thought
    September 28, 2026
    The Muse is Loose
    In the 2008 film Iron Man, Tony Stark doesn't use his computer so much as talk to it. His AI assistant, JARVIS, runs his house, manages his schedule, handles his business and occasionally talks him…
    Equities
  • Rage Against The Machine
    Weekly Thought
    September 21, 2026
    Rage Against The Machine
    The people building the most powerful AI systems are now asking the industry to slow down. A week ago, Anthropic CEO Dario Amodei urged the industry to "pace the frontier," meaning ease off the race…
    Equities
  • Trickling Down the Stack
    Weekly Thought
    August 17, 2026
    Trickling Down the Stack
    For the past two and a half years, playing the artificial intelligence (AI) theme has been an exercise in identifying the ultimate picks-and-shovels beneficiaries: semis, semiconductor fabrication, and massive power generation projects. Everything else in…

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