London, England
I'm a writer and an investor. I used to be an investor who writes. Now I'm a writer who invests. It's a fluid situation.
NVIDIA's Profit Crown
Google 'I' Hold the 'O'
Inklings #012 π§
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Lessons from the Luddites
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Inklings #011 π§
OpenAI Picks An Apple Fight
Inklings #010 π§
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An Actual AI PC
Amazon Phones Home
Take Me Down to the "Amateur City"
Inklings #009 π§
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CapEx, Clauses, & Compute
Inklings #008 π§
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EyePods
The Case for Apple + Disney
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Anthropic Boosts SpaceX into the Neocloud Orbit
Inklings #007 π§
Inklings #006 π§
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The iPhone's BlackBerry Moment
Inklings #005 π§
Apple's Binary Bet
Stargate Powers Some Gaslights
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Inklings #004 π§
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John Ternus' Magic Show