It’s a blog.
It’s educational.
It’s hopefully entertaining.
It’s not investment advice.
How to think about investing.
Rocket-Powered Frisbees and Barbed Wire Telegraphs
What’s the worst invention idea you ever had? Do you have to get through the bad ones to get to the better ones? Evaluating novelty against investment opportunities.
Stack the Deck
Pick a card. Any card. Does it matter which card you pick investing in AI? How to evaluate different pieces of the AI stack and one AI bundle.