The AI infrastructure and capital story — compute, chips, quantum, and the geopolitical stakes behind the trillion-dollar buildout.
AI
The loudest style at the dinner table. The worst returns in tech. Venture just got big enough that this matters to your LPs. If you are a family office, a hedge fund, a PE firm, or an LP writing checks to venture for the first time, read this before you
Opinion
The next frontier isn't a faster model—it's an AI that reads a room and responds like someone who cares. It will transform healthcare, elder care, and education. It will also be the most sophisticated manipulation tool ever built. Both arrive at once.
AI
Wall Street spent the last week arguing about whether AI is slowing down. Wrong debate. The bubble nobody is talking about is what the SaaS incumbents did when their multiples collapsed.