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About the Trump Tariffs - "Liberation Day" or Liquidation Days?
I don't want to be overtly political, but it’s hard to ignore that one of the most economically misguided decisions in recent memory has...
J
7 days ago4 min read


The Technology S-Curve
In a world where tech breakthroughs can reshape entire industries, predicting how and when an innovation will take off is a critical...
J
Mar 255 min read


Investor AB (INVE-B) ─ The Swedish Portfolio Linchpin
"To move from one peak to the next, you must first descend into the valley." - Marcus Wallenberg (Former Chairman, Investor AB) NOTE:...
J
Mar 610 min read


DeepSeek Shows the Continued Commoditization of LLMs, as Predicted
In my previous extensive notes ( Part 1 and Part 2 ) on Palantir ($PLTR), I articulated a core thesis: large language models (LLMs) are...
J
Feb 43 min read
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