Research & Insights

Research & Insights

Investing in an impermanent world: lessons from mujō

"The measure of intelligence is the ability to change." —Albert Einstein

When research is cheap, conviction becomes priceless

"Learn the rules like a pro, so you can break them like an artist." — Pablo Picasso

The rising value of in-person connection 

"Patience is not passive, on the contrary, it is concentrated strength." — Bruce Lee

Investing in the next generation of AI

"Ideas are like fish. If you want to catch little fish, you can stay in the shallow water. But if you want to catch the big fish, you’ve got to go deeper." – David Lynch 

The inside story of Nvidia

"Success is stumbling from failure to failure with no loss of enthusiasm." – Winston Churchill

CES Field Report: Edge AI Might be the Future of Computing

Here’s a few ideas based on panels and conversations we experienced at CES.

Sam Altman: the robots are coming

How to build something that lasts

10 Lessons I Learned in 2024

Reflection doesn’t come naturally to me, but writing—especially for others—makes it non-negotiable. These aren’t just lessons.  They’re pieces of a year that shaped me. 

​​Confessions of a Crazy Stock Picker Part II: Tesla and the Art of Long-Term Thinking

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