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Jul 30, 2026
I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today's AI bubble has elements of both the 1999 overinvestment in internet...
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Jun 10, 2026
I'm seeing eerie 1999 déjà vu in today's market, Nvidia, Walmart, and the AI mania. Here's why we're staying patient, process-driven, and focused on margin of safety.
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Apr 2, 2026
The future is moving faster than we can process. Here’s my honest look at how I’m navigating AI, global shifts, and diversification with a dose of humility.
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Mar 5, 2026
Instead of false certainty on AI's economic impact, here is my crayon-level framework on the real tug-of-war between productivity and employment.
Jul 30, 2026I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today's AI bubble has elements of both the 1999 overinvestment in internet...
Jun 10, 2026I'm seeing eerie 1999 déjà vu in today's market, Nvidia, Walmart, and the AI mania. Here's why we're staying patient, process-driven, and focused on margin of safety.
Apr 2, 2026The future is moving faster than we can process. Here’s my honest look at how I’m navigating AI, global shifts, and diversification with a dose of humility.
Mar 5, 2026Instead of false certainty on AI's economic impact, here is my crayon-level framework on the real tug-of-war between productivity and employment.