Dec 16, 2025
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12 min read
AI Capex and Humanoids
Sep 30, 2025
10 min read
AI Economics and Quantum Horizons
Jul 5, 2025
Stablecoins: Fifty Sheds of Peg / From Petro to Protocol Dollars
Jun 19, 2025
11 min read
Silicon M&A and Platform Wars
Jun 5, 2025
8 min read
Enterprise Software Capital Flows Across The Stack / GenAI as A Modern-Day Klondike Gold Rush
May 16, 2025
Don’t Call It a Comeback (But Maybe It Is): Sunlight, Silicon & Secondary Markets
May 8, 2025
27 min read
Game Changer for Agentic AI / AI Rails and Revenue Signals
Apr 15, 2025
30 min read
As the IPO stalls, all eyes turn to the US business
Apr 3, 2025
7 min read
How Klarna Makes Money—and What It’s Betting On Next
Mar 31, 2025
5 min read
The Recent History Of A BNPL Leader
Mar 20, 2025
Beyond LLMs / Identity in Focus
Mar 11, 2025
AI Infrastructure and the Rise of Reasoning Models
