Guillermo Valencia
Publishes 1 feed
Macrowise Newsletter
Investing in the Digital Renaissance
10 posts · theirs
Lately
The Curve Is Lying to You
From Zombie to Rockstar: What GE’s Resurrection Tells Us About Intel.
Compute Is Priced. Connection Isn’t.
The Discovery Age Has Started
The DeepSeek Moment for Semiconductors
The Peso Is Not a Colombian Story
The Liquidity Rhythm
The Gap Is Not an Anomaly. It’s the Price of a New Production Model.
The Mind of God
The Rolling Bubble
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