Why hasn't Google launched a competitor to ChatGPT? How will it respond?
ChatGPT use cases & comparisons to Google
Stats, commentary & perspective on the R&D, Capex, Time Share, Revenue & Market Cap of the biggest companies in each category
The most dominant synthetic monopolies w/ brief commentary
Will China's lockdowns have a lasting impact?
Healthcare is getting better fast
Google has 9 products with over 1 billion users - how effectively is it monetizing those hours?
The average knowledge worker will spend 44+ years of their adult life staring at a screen
The most important things to know about aging.
How to beat the S&P 500
Amazon: revenue mix shift; fulfillment losses; sum of parts valuation (w segment commentary)
The exponential growth of progress
How big could the cloud get?
NFTs: CryptoPunks vs. the Salvator Mundi, and the use case that’s attracting Instagram.
01Core Index Fund: 3.17.2022 Close
How to beat the QQQs
The difference between Russia/Ukraine and China/Taiwan
Semiconductors Deep Dive (Part 2): Scale and Timeline of 5G Infrastructure
Inflation is complicated
Semiconductors Deep Dive (Part 1)
Facebook Deep Dive (Part 3: Instagram)
$FB + Epic Games?
The Great Privacy Fraud
Facebook Deep Dive (Multi-Part Series)
Taiwan Semiconductor (TSMC)