Predictions vs. Reality timewarp

So much for the predictions of January 1

Predictions vs. Reality timewarp

So much for the predictions of January 1

DeepSeek, plus head to head

How big a deal is DeepSeek from China? Well it could invert the Nvidia Curve

DeepSeek, plus head to head

How big a deal is DeepSeek from China? Well it could invert the Nvidia Curve

Trump Inauguration, SNL, 2017

Some things never change. Raise your…

Trump Inauguration, SNL, 2017

Some things never change. Raise your…

AI won’t replace people… (Andrew Ng)…

but people that use AI will replace people that don’t.

AI won’t replace people… (Andrew Ng)…

but people that use AI will replace people that don’t.

Where Andrew Ng put all his chips re climate, tech, AI, etc

Geoengineering. Notwithstanding his mastery of AI… or even interest and expertise in nuclear.

Where Andrew Ng put all his chips re climate, tech, AI, etc

Geoengineering. Notwithstanding his mastery of AI… or even interest and expertise in nuclear.

Surprise! The headline from Davos Day 0 is…

Surprise: the headlines of Davos are AI, Trump and geopolitical instability. No crypto. Little bio.

Surprise! The headline from Davos Day 0 is…

Surprise: the headlines of Davos are AI, Trump and geopolitical instability. No crypto. Little bio.

The smartest thing I heard at Davos on Day 0

“The bond market is in charge of Trump” (though nobody else is Note the rising rates in US and everywhere. Political clout doesn’t sway bond traders H/t John Micklethwait of Bloomberg

The smartest thing I heard at Davos on Day 0

“The bond market is in charge of Trump” (though nobody else is Note the rising rates in US and everywhere. Political clout doesn’t sway bond traders H/t John Micklethwait of Bloomberg

Davos 2025

Starts on Tuesday. After the inauguration. And the vibes are all about realignment to the new US administration.

Davos 2025

Starts on Tuesday. After the inauguration. And the vibes are all about realignment to the new US administration.

Davos by bus

Always the highlight conference between the highlight conferences at DLD and WEF.

Davos by bus

Always the highlight conference between the highlight conferences at DLD and WEF.