AI.

10 posts in this topic.

Mar 15, 2026

Sinking Growth and the Great AI Cover-Up

The macro picture is getting ugly. We break down the latest GDP and CPI prints and discuss why tech executives are using AI as a convenient scapegoat.

Market Thoughts 16 Min Read GDP AI Meta Gaming Iran Read Post →

Sinking Growth and the Great AI Cover-Up

Feb 17, 2026

AI Fears Bleed into Finance

AI narratives hit the financial sector, while Meta and Ring push surveillance boundaries. Plus, a look at Unity's earnings and Discord's IPO prep.

Market Thoughts 4 Min Read Macro Tech AI Privacy Earnings Read Post →

Feb 8, 2026

The SaaS-pocalypse & AI Cognitive Dissonance

An analysis of the paradoxical market reaction to AI infrastructure spending and the shifting SaaS landscape.

Market Thoughts 10 min Macro Tech SaaS AI Read Post →

Feb 2, 2026

Figma in the AI Era

A deep dive into Figma, the impact of generative AI, and where I think it's going.

Deep Dive 10 Min Read SaaS AI Investing Figma Tech Read Post →

Signal Briefs

Wed Mar 18 The Quiet Death of the Metaverse

Meta Metaverse VR AI

Wed Mar 11 Moltbook Sells Out

AI Meta Social Media Agents

Tue Mar 10 Solid State Transformers

AI Utilities Datacenter

Thu Mar 5 Netflix's Acquisition

Netflix M&A AI

Mon Mar 2 Anthropic & the DoW

Anthropic DoW AI

Fri Feb 27 Block’s Big Layoff

Layoffs AI Block Inc.