The Boring Businesses That Will Dominate the AI Era
For years, we feared automation would replace humans. But as AI reshapes the economy, it’s becoming clear that far from replacing human ingenuity, AI has amplified it. The critical dividing line in our economy is no longer simply education or specialization, but rather agency itself: the raw determination to make things happen without waiting for... See more
Pirate Wires • Agency Is Eating the World
Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily... See more
The Great Sobriety for Venture Investing, Where To Start with AI, & Undeniable Data
Everyone’s excited about AI and new tech but none of it works without the basics: power, metals, and infrastructure.
Think about it:
No ChatGPT without data centers.
No data centers without electricity.
No electricity without copper and uranium.
No computer chips without rare metals.
No EVs or batteries without lithium, nickel, and cobalt.
We hear a lot... See more
Think about it:
No ChatGPT without data centers.
No data centers without electricity.
No electricity without copper and uranium.
No computer chips without rare metals.
No EVs or batteries without lithium, nickel, and cobalt.
We hear a lot... See more