Ovidiu Susan
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A private investor's framework for navigating technology and markets — augmented by AI, guided by judgment
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04
Apr
Unity: The (Perceived) AI Loser That's Quietly Inflecting
5 min read
31
Mar
Everyone's Watching Iran. Few Are Watching Beyond.
6 min read
30
Mar
Braze: 18 Quarters of Data vs. One AI Narrative
11 min read
27
Mar
The AI Buildout Reaches the Deployment Layer — Dell Has a $43B Head Start
7 min read
23
Mar
UiPath Six Months Later: The Data Confirms the Crossroads
3 min read
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