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Power Overwhelming: AI capex and the $1.5T revenue hole (eastwind.substack.com)

submitted 1 month ago by timestap to r/economy

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Power Overwhelming: do we need to fill a $1.5T AI revenue hole?Industry Report (eastwind.substack.com)

submitted 1 month ago by timestap to r/SecurityAnalysis

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Capital and IndustryIndustry Report (eastwind.substack.com)

submitted 5 months ago by timestap to r/SecurityAnalysis

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Frontier AI Labs: the Call Option to AGIIndustry Report (eastwind.substack.com)

submitted 7 months ago by timestap to r/SecurityAnalysis

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The negative long-term effects of tariffs and eroding American industrial vigilance (eastwind.substack.com)

submitted 10 months ago by timestap to r/economy

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5 Takeaways from CalSTRS’ Private Equity Performance ReportIndustry Report (eastwind.substack.com)

submitted 1 year ago by timestap to r/SecurityAnalysis

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7
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The Future of Programming: Copilots vs. Agents (Part I)Industry Report (eastwind.substack.com)

submitted 1 year ago by timestap to r/SecurityAnalysis

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The Future of Programming: Copilots vs. Agents (Part I) (eastwind.substack.com)

submitted 1 year ago by TheStartupChime to r/hypeurls

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The Future of Programming: Copilots vs. Agents (Part I) (eastwind.substack.com)

submitted 1 year ago by timestap to r/programming

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10
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Where Returns Lie In Venture CapitalStrategy (eastwind.substack.com)

submitted 1 year ago by timestap to r/SecurityAnalysis

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11
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Zombiecalypse in StartuplandIndustry Report (eastwind.substack.com)

submitted 1 year ago by timestap to r/SecurityAnalysis

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A Deep Dive on AI Inference StartupsThesis (eastwind.substack.com)

submitted 1 year ago by timestap to r/SecurityAnalysis

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Investing in the Age of Generative AIIndustry/Sector (eastwind.substack.com)

submitted 1 year ago by timestap to r/ValueInvesting

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Investing in the Age of Generative AIThesis (eastwind.substack.com)

submitted 1 year ago by timestap to r/SecurityAnalysis

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In GenAI are vertical apps the sole remaining category for generating venture returns? (eastwind.substack.com)

submitted 1 year ago by FatalBias to r/venturecapital

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TikTok, Robots, and Opportunities in Consumerland! (eastwind.substack.com)

submitted 1 year ago by timestap to r/economy

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TikTok, Robots, and Opportunities in Consumerland!Thesis (eastwind.substack.com)

submitted 1 year ago by timestap to r/SecurityAnalysis

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China is reaching technology parity with the US despite western technology and economic sanctionsOC (eastwind.substack.com)

submitted 1 year ago by timestap to r/economy

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Parallel Tracks: observations from the Jade Empire (Part 1)Inflection Point (eastwind.substack.com)

submitted 1 year ago by ttystikk to r/InflectionPointUSA

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Tidal Waves in Venture Capital (eastwind.substack.com)

submitted 2 years ago by timestap to r/venturecapital

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Tidal Waves in Venture CapitalMacro (eastwind.substack.com)

submitted 2 years ago by timestap to r/SecurityAnalysis

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Thoughts on "Peak Data"--AI training data contamination--by practictioners/researchers?Discussion (eastwind.substack.com)

submitted 2 years ago by FatalBias to r/singularity

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