5 Things to Know in Investing This Week – The Datacenter Energy Issue
IBM pays $11B for Confluent and brings its real-time data streaming in-house. They’re aiming to integrate the AI cloud ecosystem across devices. Nvidia thinks it has a way to turn AI datacenters from something that stresses the grid to something that stabilizes it. This is the solution we’ve seen from many Bitcoin miners. Let’s hope … Read more
5 Things to Know in Investing This Week – The Dealing with our Feelings Issue
Quick announcement: I’ll be in Bangkok, Thailand for the next 1 – 2 weeks before returning to New York briefly. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out … Read more
In Which I Potentially and Politely Disagree with Citrini
Last month, Citrini Research published a thought piece on the potential impact of AI on the economy. They presented it as an article written in 2028 when the imagined unemployment rate exceeded 10%. The gist of the piece was that AI replaced the functionality of so many Software as a Service (SaaS) companies that those … Read more
5 Things to Know in Investing This Week – The Mines in the Strait Issue
Is the Strait of Hormuz closed? There have been rumors of ships on fire and Iranian success in adding mines. Some of these rumors were lies and later became true, but as long as captains and ship owners think there’s danger, then the Strait is effectively closed. We saw intra-day oil price moves of 20% … Read more