investing
Where Do You Hide?
AI is dissolving the edges that made specialized companies valuable. As an investor, I keep arriving at the same answer.
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Builder & Investor
Harrison Stoneham
Writing
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AI
Elon Wants to Put Data Centers in Space. The Argument Is Better Than You Think.
Elon told Dwarkesh the most compelling place for AI compute will be in orbit. The argument is really about electricity.
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investing
The Speed of Forgetting
The biggest companies will capture AI's value. But what happens to the people inside them? History suggests they get displaced faster than they expect.
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