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Technology
+1
May 14, 2026
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8 min read
Research Memo
Artificial Intelligence
Nov 9, 2025
3 min read
The legendary F1 driver Ayrton Senna once said “You cannot overtake fifteen cars when it’s sunny weather, but you can when it is raining.”
Jan 19, 2025
2 min read
Most AI organizations cannot be foundations focused on improving the world.
Oct 20, 2024
In our first post, Data As The Moat, we discussed how proprietary data gives companies a competitive edge in the age of intelligent technologies.
Sep 22, 2024
When Richard and I began investing in Web3 technologies, we spent years refining a universal framework for evaluating opportunities.
Investment Thesis
May 17, 2024
4 min read
They won't have a choice.
Mar 6, 2022
1 min read
The core debate is rarely on the merits of blockchain technology but mostly which stage of the adoption cycle we are in
