A private investor's framework for navigating technology, markets and the complexity of the human mind ...
18
Mar

SaaSpocalypse vs Reality: What the Earnings Data Actually Shows

8 min read
03
Nov

Perceptions Are Fundamental. Investing Is A Sociological Game.

9 min read
27
Oct

Coursera: A Generative AI Opportunity Mispriced as a Threat

3 min read
24
Oct

Internet's Information Overload Problem And The Generative AI Tricky Solution

10 min read
23
Oct

SAP's Q3: Reading Between The Lines

1 min read