The Most Important Thing
risk is largely a matter of opinion
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Recent posts
- I'd wager Anthropic's founders would like nothing better than to steal OpenAI's thunder by being first to tap the public markets. Presuming the economy doesn't falter (and that is by no means certa...
- Are Apple’s glory days may be behind it? 🤔 Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s long-anticipated announcement that Tim Cook would give up the top jo...
- The Great SaaS Meltdown has started and there’s no going back… A new AI-oriented workflow is coming… the great SaaS meltdown has started. For most of the past two decades, enterprise software benef...
- How many rate cuts in 2024? 1, 2, or 3? https://finance.yahoo.com/news/fed-dot-plot-suggests-central-bank-will-slash-interest-rates-two-more-times-in-2024-after-mega-50-basis-point-cut-182511834.ht...
- Waymo appears to be far far ahead anyone else in autonomous driving. They could really run errr drive away with this! Autonomous vehicle company Waymo, a subsidiary of Google parent Alphabet, annou...
- [Group Prediction] Section 230, the rule that made the modern internet, has been under scrutiny in recent years, with politicians across the political spectrum calling for it to be revoked or modif...
- On Wednesday, Tesla held its Investor Day; this year's event was highly anticipated as Elon Musk promised to reveal part 3 of his master plan after last releasing part 2 in 2016. While Musk did rei...
- [Group Prediction 2024] What happens to TikTok this year? The company has faced — and dodged — threats like this before. But while the odds are almost always against Congress getting new tech regul...
- Should I cash out on Nvidia? I bought a lot of nvidia several years ago and currently have a thousand shares. My portfolio has multiplied In value several times. Seeing how nvidia is near its all t...
- Starting to look at Intel more seriously. Other than TSMC, only Samsung and Intel (both far behind and barely) can even dream of foundry for advanced chips. Israel's government has approved a $3.2B...
- Prediction - Cybersecurity funds are poised for explosive growth. Global spending on cybersecurity exceeded $150 billion in 2021 and will likely continue to be a high-growth industry. Investment in...
- The second-biggest merger on Thursday (#Crypto) is noteworthy. Adobe investors seem a little spooked, sending shares down 17% on the day. As for those close to the Adobe deal, they say Figma is a f...
