Thinking

Incumbent Consensus

Spencer Peterson

Thursday Thread
Incumbent Consensus

You can’t think about Nvidia without thinking about Taiwan

Geoff Lewis

CNBC Squawk Box
You can’t think about Nvidia without thinking about Taiwan

Financial Nihilism and What Comes Next

Geoff Lewis

Youtube
Financial Nihilism and What Comes Next

If the U.S. does not win on AI, the emerging China alliance will

Geoff Lewis

CNBC Squawk Box
If the U.S. does not win on AI, the emerging China alliance will

20VC: The Rippling Memo

Geoff Lewis

20VC Podcast
20VC: The Rippling Memo

Divination, Conjuration, and more Good Things that can’t be taught.

Geoff Lewis

Temp Check
Divination, Conjuration, and more Good Things that can’t be taught.

GTL: Gym, Tan, Laundry

Spencer Peterson

Thursday Thread
GTL: Gym, Tan, Laundry

A.I. is a major catalyst for the reopening of the IPO market

Geoff Lewis

CNBC Squawk Box
A.I. is a major catalyst for the reopening of the IPO market

I think Apple and Google are ‘quite vulnerable’

Geoff Lewis

CNBC Squawk Box
I think Apple and Google are ‘quite vulnerable’

Incumbent tech companies will benefit most from A.I. craze

Geoff Lewis

CNBC Squawk Box
Incumbent tech companies will benefit most from A.I. craze

Escape the Spreadsheet

Spencer Peterson

Thursday Thread
Escape the Spreadsheet

Mega Tech Platforms Tend To Be The Most Profitable

Geoff Lewis

CNBC Squawk Box
Mega Tech Platforms Tend To Be The Most Profitable

Grit is the Only Alpha

Spencer Peterson

Thursday Thread
Grit is the Only Alpha