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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January 2023

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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The QQQ 1.95%↑ ETF itself closed at $344.44 on the 17th. Adding today’s price of: $288.9 to the $1.76 dividend gives us: $290.68 for a return of: -15.6…
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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December 2022

The ETF itself closed at $344.44 on the 17th, bringing its return through the close of trading yesterday at $269.54 to -21.75% The modified version had…
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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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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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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October 2022

My definition of a synthetic monopoly (henceforth SM) is any small grouping of companies that are capturing the vast majority of economic benefit from a…
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It would be easy to look at the reports of life under China’s lockdowns and assume that China is destroying its country. Here’s an article about some of…
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Re-printed from Aging Successfully
Portfolio Value: $84,900