The tech sector's weight in the market being above dot-com bubble levels is not a warning sign because technology companies are fundamentally better businesses today.

In venture capital, growth rate is the only metric that matters; profitability and cash flow do not matter.

StarCloud claims to be the only organization in the world that knows the exact failure points of H100, B200, and H200 GPUs when exposed to high-velocity protons and heavy ions.

Giving an LLM direct access to ad platforms like Facebook Ads is a failed approach; the correct approach is to replicate the specific human process of a media buyer.

Consensus long-term expected nominal return for US equities from current levels is approximately 6%, while 30-year Treasuries yield approximately 5%, leaving an equity risk premium of roughly 1%.

Human experts can no longer verify AI-generated math proofs, and there may not be enough capable human minds to verify all future AI mathematical outputs.

People only ever buy four things, time, money, sex, and approval/peace of mind, and attempting to sell anything else results in failure.

Bespoke is betting that Japan's inspection labor crisis makes it the best first market for AI robotics

Tokenized equities will not reach trillions of dollars unless they represent actual shares rather than debt instruments from SPVs, because large institutions will demand actual ownership.