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The most important factors driving investment returns over the next 10 years: [Regulation & Vortexes] (and how to profit from them)
There are two. First is the power dynamic between corporations and government. In the United States corporations are more powerful than government. When…
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Ben Buchanan
1
The exponential growth of progress
An object in motion. Forecasting the path of an object in motion requires understanding physics: gravity, wind resistance, friction, acceleration. You…
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Ben Buchanan
When AGI?
Peter Thiel once lamented: “We wanted flying cars and all we got was 140 characters”. His point was that true groundbreaking technological progress…
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Ben Buchanan
3
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How to beat the QQQs
 • Ben Buchanan
1
Facebook Deep Dive (Multi-Part Series)
 • Ben Buchanan
How big could the cloud get?
 • Ben Buchanan
Semiconductors Deep Dive (Part 1)
 • Ben Buchanan
2
1 billion new people, but no more mouths to feed. Yet another ChatGPT post.
 • Ben Buchanan
10
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The Synths are coming.
For purposes of this post my definition of a “Synth” is a humanoid robot with at least the intellectual and emotional intelligence level of an average…
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Ben Buchanan
9
1 billion new people, but no more mouths to feed. Yet another ChatGPT post.
One way to think about technology is that it is a mechanism for lowering the cost of intelligence. Consider what it took to write a book in the 14th…
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Ben Buchanan
10
LLMs will result in Voice becoming a 4th component of the GUI. This will be a bigger improvement on UI than the switch from a Blackberry…
I’ve been Tweeting a lot lately and writing on Commonstock about how LLMs are going to turn voice into a 4th component of the “GUI”. GUI - which stands…
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Ben Buchanan
4
Generative AI and the shrinking time-gap between unrecognizable realities
The year is 2033… You slip on a VR headset that is light enough and comfortable enough to wear for extended periods of time. You don’t need an awkwardly…
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Ben Buchanan
4
Why hasn't Google launched a competitor to ChatGPT? How will it respond?
I’ve probably spent north of 40 hours reading and thinking about ChatGPT over the past two weeks. The general consensus of savvy folks seems to be that…
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Ben Buchanan
5
ChatGPT use cases & comparisons to Google
ChatGPT is going to change everything. I’m not being hyperbolic. For the first time the public at large has access to a large language model (LLM) that…
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Ben Buchanan
8
Stats, commentary & perspective on the R&D, Capex, Time Share, Revenue & Market Cap of the biggest companies in each category
Research and Development & Capex This graphic comes from @Quartr_App on Twitter (follow them if you don’t already). It shows the market caps of each…
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Ben Buchanan
4
01Core
01Core
Surfing decade long mega-trends and chronicling the journey. Trying to get rich and live forever.
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Resources I Use
SemiAnalysis
Top-Notch deep analysis on semiconductors
Moore's Law Is Dead
Great info on CPU/GPU/Hardware broadly/Gaming
Asianometry
Really incredible video essays on business, economics, and history
Fabricated Knowledge
Super sharp semiconductor analyst
Semiwiki
Great site for learning about and keeping up with semis
TechTechPotato
Great interviews with semi experts, digestible videos on advanced semi tech
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