The age of AI is upon us. A Chinese robot called “Lightning” just ran a half-marathon faster than any human in history. Videos can now be used to construct interactive 3D maps in record time. Software is now more efficient than ever thanks …
Every disruptive technology follows a similar trajectory which is often described using the Gartner Hype Cycle. The “peak of inflated expectations” represents peak hype while the “trough of disillusionment” represents utter desp…
Hendrik Bessembinder’s study on the best performing stocks of all time is a fun read. The sixth name on the list – and the top performing tech stock ever – is IBM $IBM. A simple $100 investment in 1926 would have grown to roughly $17….
Long before NVIDIA $NVDA became the most valuable company in the world we theorized that’s what would happen. No crystal ball. No Nostradamus-like investing acumen. Simply a sci-fi theory that went something like this. When AGI becomes infinitely…
Mexican cab drivers don’t buy electric vehicles because they suddenly care about the environment. In most emerging markets, the lowest hanging environmental improvement fruit is eradicating the pervasive litter strewn about. That’s an educa…
Of the 313 million surgical procedures undertaken worldwide each year, only 6% occur in the poorest countries, where over a third of the world’s population lives. That factoid is from a great report by The Lancet which postulates that democr…
The ability for artificial intelligence (AI) to improve itself with no assistance (also called recursive learning) is the most powerful concept imaginable. That will lead us to artificial general intelligence (AGI) which could pivot mankind into an age…
Remember synthetic biology? It was a technology platform that would allow mankind to play God. Not long after Craig Venter created the first synthetic life form in 2010, synthetic biology darling Intrexon went public, making its prolific founder an ins…
Space stocks have taken off on the back of both hype and substance. Investors don’t even bat an eyelid at astronomical valuations for companies with a track record of broken promises longer than the Pacific Coast Trail (cough, $ASTS, cough). It&#…
Social media is probably the worst thing to ever happen to retail investors. Whenever we say that, you know who disagrees the most? Social media “finfluencers.” That’s because chasing clout doesn’t reward investing best practice…