The Warring States Period: Frontier Labs Edition
Just when it seemed that the frontier AI battle was a two-horse race between Anthropic and OpenAI, the events of the past few weeks changed the AI landscape.
East Wind
Random musings. From tech to policy
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Fable in Shackles
What the ban on Anthropic's Fable model means for intelligence sovereignty and the opportunity for investors.
Vibe Excel and the Future of White-Collar Work
For the past few months, I’ve been trying to “vibe Excel” (using ChatGPT and Anthropic’s Excel add-ons for investment workflows).
The SaaS Bloodbath: Opportunities and Perils for Investors
Software has taken a brutal beating in recent weeks, with many names down ~20% year-to-date.
Power Overwhelming
Do we need to fill a $1.5T AI revenue hole, or are AI bubble fears a nothingburger?
Capital and Industry
Why AI's moat is capital
Frontier AI Labs: the Call Option to AGI
Since the launch of ChatGPT less than three years ago, the pace of AI development has only accelerated.
The Wisdom of Bill Gurley
A Commentary on Tariffs and American Competitiveness
5 Takeaways from CalSTRS’ Private Equity Performance Report
In an era where private market investing is undergoing a sea change, CalSTRS' (California State Teachers Retirement System) latest private equity performance report provides a fascinating look at how one of America's largest pension funds navigates the complex landscape of alternative investments.
The Future of Programming: Copilots vs. Agents (Part I)
With the the launch of Github Spark and multi-model support in late October, Microsoft has fired another salvo at AI code-generation startups, bringing the competition for developer mindshare to a new level of intensity.