From Containers to Factories: The Great AI Reindustrialization of Software

Why Every Company Must Now Manufacture Outcomes, Not Just Display Data

The AI Bubble Isn't Going To Pop - Building the Foundations of Intelligence Takes Time

We still need to stay pragmatic and realistic though about expectations

The Trillion-Dollar AI Backbone: The Next Great Industrial Evolution

Why America’s Ai boom isn’t a bubble, it’s an amalgamation of steel, silicon, and raw power.

This Is Not 1999: Stop Calling It a Bubble

The dot-com era was tiny revenue and big stories. Today is trillions in revenue, real capex, and physical constraints. AI is infrastructure, not hype.

Vertical AI: Investing in the Foundations of the Future

How to invest at the earliest stages of the new agentic world we now live in

The Trillion-Dollar Bet: Building the Infrastructure for an Agentic Future

Laying the Foundation Now for the AI-Driven World Ahead

Rate Cuts, Venture Markets, and the AI Super-Cycle

Fed Cuts Into Strength: What History and Markets Tell Us

Venture Capital Is In The Business of Exits

So Lets Understanding Where Exits Happen: Data, Trends, and Industry Patterns

Family Offices Are Not VCs

Why 2–5x is enough for many family offices while VCs underwrite every deal for 100x

The “95% Failure” MIT AI Report That Spooked Markets Is a Nothing Burger

From ZIRP to 5%: AI’s Hype Cycle, What’s Old Is New Again...

AI Agents need structure, not just intelligence

The next frontier in Vertical AI is system design; where specialized agents collaborate through orchestrated workflows to solve real business problems