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Trends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.com
It's funny how quickly @tbpn became the go-to insider Valley podcast, and @theallinpod is now the MacNeil/Lehrer NewsHour of tech: the boomer institution that's somewhat relevant but kind of boring.
(Zellenials can consult the dusty texts for the MacNeil reference.)
Antonio García Martínez (agm.eth)x.com
I remember seeing @levelsio advocating for something like this https://t.co/w2JysEnhur
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faster churning of companies in and out of the S&P 500, the death of news and the newspaper, the failure of established
Martin Gurri • Revolt of the Public and the Crisis of Authority in the New Millennium
I enjoyed this podcast with Keith Lee at Brown Capital Management (Small Cap Growth PM).
His main fund (top holdings below) has a high Tech sector exposure (60%). Keith and the team are focused on finding exceptional growth companies.
Notes from the interview:
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