Insights

How companies can move faster with AI while keeping clear ownership of how it's used across every team.

AI will make mistakes. They’ll be the ones who see problems early, know who owns them, and fix them fast.

The next wave of adoption will include software doing commercial work on behalf of people and businesses. This kind of commercial activity requires infrastructure that is open and programmable.

Go-to-market engineering done right: why the winners use AI to build an intelligence layer instead of blasting thousands of automated emails.

GTM engineering connects data, AI, automation, and human decisions across marketing and sales to help teams reach the right buyers and act on demand.

Plutus21 partnered with a PE backed safety and compliance data platform to build a more scalable operating model in stages — each designed around a different constraint.

How Plutus21 stabilized the technology function, rebuilt delivery discipline, shipped customer-facing applications, and created the foundation for scalable, AI-enabled execution.

Technology, not financial engineering, provides the operating leverage to capture long-term value.

A framework for separating the AI stack into what companies should own, control, and rent, and why proprietary data, ontology, and the outcome loop may become increasingly important sources of enterprise value.

Intelligence is becoming a commodity and the margin sits in the workflow. What that means for middle-market companies, and why owning your data now matters.

AI token consumption became a performance metric, but rising token usage often failed to translate into higher output, revealing a deeper problem with how the industry measures AI-driven work.

Why wide gaps between a sector’s winners and losers rarely last, and what that means for how investors should position.

Investors who plan to ride a hardware cycle and sell when earnings weaken usually exit too late. Why timing cyclical trades is harder than it looks.

SpaceXAI’s medium-term price action may be more muted as shares unlock. In the long term, adoption, fundamentals, and valuation will matter.

A $200 AI subscription can cost up to $8,000 to serve. The subsidy war, record acquisitions, and why the model is the most commoditized layer.

Inside companies deploying AI, real efficiency gains are closer to 18–25%. Why we’d rather own the companies capturing that than the model makers.

The AI infrastructure trade is running at full mania. We run the valuation math on why we’re short the rally and where the durable opportunity sits when the cycle turns.

AI amplifies strong engineering—discover why most companies get poor results with AI coding tools and what winners do differently.

Explore OpenClaw and NemoClaw: Personal AI agents with memory and institutional control for enterprise autonomy.

Software isn't dying—it's evolving. Discover why AI, no-code tools, and developer innovations expand rather than eliminate software's value and market opportunity.

A webinar on how we positioned against market consensus by focusing on fundamentals over speculative trends.

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.”

In an agentic stack, its role is to make payments, permissions, and proof programmable and verifiable at compute speed.

Tariffs, inflation, Bitcoin’s divergence from traditional markets and the AI hype cycle: how investors can prepare for a changing world order.

Why the web is built for humans not AI agents, whether MCP becomes the new interface, and where robotics investment is heading.

The gap between the AI agent and crypto communities, open source, how agents are trained, and the current state of agentic systems.

Generative AI represents the largest discontinuity since the original LBO boom—potentially bigger, because it compounds across revenue and cost.

What remains scarce is execution stamina. Businesses need entrepreneurial operators who roll up their sleeves, own outcomes, and stick around.

Hamiz Awan and Brad Herman on why traditional consulting is struggling and why the operating partner model moves from advice to action.

Most AI organizations cannot be foundations focused on improving the world.

Unexpected uses of blockchain, from supply chains to space, the hurdles to adoption, and pairing it with AI.

Blockchain fundamentals and how retail, trade, healthcare and finance use it to improve security, transparency and efficiency.

How AI tools help financial advisors escape outdated systems, compliance load and admin, and get back to clients.

Discover that greatness isn't reserved for the elite—it's a mindset within everyone.

Hamiz and Brad on what keeps a business stable long term: financial discipline, growth strategy and AI’s role in cutting costs.

With Liz of SweetBot: history keeps rewarding those who move first, and what that means for AI and blockchain today.

The return to in-person work, hiring in a changing tech market, and what AI coding tools mean for entry-level roles.

In our first post, Data As The Moat, we discussed how proprietary data gives companies a competitive edge in the age of intelligent technologies.

Discover how an autonomous AI agent created $400k in wealth and sparked a viral phenomenon—exploring the new era of independent AI agents and their unprecedented value creation potential.

From early tools to AI and blockchain: the inflection points in human progress and why early adopters gain the edge.

AI personas represent the next monumental step in this evolution, offering unprecedented scalability and personalization that were previously unimaginable.

The future of intelligent technologies lies not just with companies creating new AI algorithms, but with those that own the data that makes those algorithms truly intelligent.

The growing pains of scaling a startup: leadership, tough conversations, culture and decisive execution.

Finding contrarian investments, screening talent with AI, and why startups should compete on pace rather than demos.

Many are waiting for the moment when someone announces the creation of AGI (Artificial General Intelligence), assuming two critical things:

Knowledge barriers will no longer separate people; the ability to harness it will.

Those who recognize AI’s potential in practical, tailored applications will be the ones who lead this new era, turning disruption into opportunity and creating a true productivity multiplier.

Apple Intelligence, the Apple and OpenAI partnership, and why privacy and user choice will shape the AI market.

AI meets decentralized data, Ethereum and Bitcoin ETFs, crypto regulation, OpenAI’s and Google’s latest launches, and San Francisco’s struggles.

The companies that are first adopters of this technology will gain not only a significant production output advantage but also a significant competitive market advantage.

It’s the moments in time you don’t expect that end up being the most special.

Robotics and embodied AI, the data problem behind them, and how AI will reshape jobs, production and the creator economy.

What AI agents can really do today: perception, reasoning and action, the memory problem, and why evaluation matters.

The best thing for people to do is to arm themselves with the technology that is available and weaponize it to increase your value and productivity.

Customizing Language Models: The Cornerstone of Pre-training

NFL offensive tackle Kelvin Beachum on moving into angel investing, his thesis on data infrastructure and fintech, and STEAM education.

Customizing Language Models: Harnessing the Power of Fine-Tuning

Prompt engineering focuses on one of the greatest limitations of AI models: the quality of instructions from humans.

The SEC’s approval of Bitcoin ETFs, the Republican primaries, and Javier Milei’s Davos speech on free markets.

Customizing Language Models: The Power of Retrieval Augmented Generation (RAG)

Elliot Roth of Deep Science Ventures on building a biomanufacturing startup, founder conflict, and the future of biotech funding.

The Evolution of Cloud AI: A Centralized Approach to Intelligence

Eight big themes from 2023, from AI adoption to geopolitics and alternative assets, and what they mean for 2024.

Edge AI is rapidly transforming industries by enabling efficient local data processing, enhancing user experiences, and ensuring privacy and security.

LLMs remain a crucial part of the conversation, driving innovation and shaping the future of technology.

In the future, your personal SLM will be tailored to your communication style, preferences, and information needs, offering a highly individualized interaction experience.

OpenAI’s Dev Day, LLM hallucinations and context windows, the compute race, and an investor’s view of AI startups.

Applied AI stands out in the AI investment landscape, offering a unique blend of innovative technology and market-ready solutions.

Investing in AI Infrastructure is about enabling the foundation upon which all AI technologies are built and operated.

I believe that the intersection of these three frontier technologies will bring about endless business opportunities for your years to come.

Investing in AI Hardware offers a unique proposition, focusing on the tangible elements that bring AI technologies to life.

Core AI is about building the fundamental capabilities of AI systems, enabling them to learn, adapt, make decisions, and perform tasks that would otherwise require human intelligence.

Walmart's strategic and innovative use of blockchain technology underscores its commitment to quality, safety, and transparency in the food supply chain.

What makes a consumer brand worth investing in, and how AI and blockchain are reshaping consumer technology.

Broadridge's strategic utilization of blockchain technology represents a significant advancement in the repo market and the broader financial industry.

Mastercard's strategic incorporation of blockchain, AI, and advanced identity verification technologies demonstrates a significant advancement in the digital payment industry.

The collaboration under Project Guardian marks a pivotal moment in the integration of blockchain technology in the financial services industry.

The incorporation of the Polygon blockchain into Franklin Templeton’s Franklin On Chain U.S. Government Money Fund represents a significant stride forward for the asset management industry.

The EIB's trailblazing initiative to issue a digital bond on a dual blockchain platform represents a landmark moment in financial history.

KKR's proactive engagement with blockchain demonstrates the firm's forward-thinking approach to technology and access.

The ongoing relationship between Novo Associates and its enterprise client serves as a compelling case study for how investor-driven consultancy can produce both immediate gains and sustainable long-term value.

De Beers' proactive adoption of blockchain technology underscores its dedication to transparency, ethical sourcing, and consumer trust.

The Home Depot's foray into blockchain, in partnership with IBM, has yielded significant operational benefits, particularly in enhancing vendor relationships and ensuring efficient dispute resolutions.

Building global teams is a strategy that goes beyond cost savings, opening avenues for enhanced innovation, competitiveness, scalability, and productivity.

The largest companies in the world are building unique experiences and increasing operational efficiencies using blockchain technology so I want to explore these initiatives.

Longevity investing, the ethics of extending life, and whether longevity becomes the next speculative cycle.

Frontier technologies like blockchain, AI, and quantum computing provide revolutionary solutions to the intricate challenges surrounding data

Some background into my new venture.

With guest Lindsey Mignano: where the defensibility of AI startups really lies, technology versus distribution, and shifts in venture capital.

The perspective of how most company exits probably go

The goal should be to create global citizens equipped with the skills and knowledge to shape a brighter, more inclusive future.

The future of intellectual property should be as swift and open as the internet, propelling innovation across sectors instead of being locked behind paperwork and complexity.

With the strategic deployment of blockchain and AI, insurance companies can address multiple challenges, ranging from outdated systems to fraud detection.

AI, quantum and blockchain in national defense, why private firms are becoming RIAs, and how defense tech meets venture capital.

How founders, investors and operators should think about restructuring, bankruptcy and M&A, and which companies are still raising capital.

Meta’s Threads launches as a direct challenger to Twitter. How network effects, public controversy and investor confidence shape the battle.

A strategic organic marketing approach constructs an efficient, sustainable growth model for growing your business.

These technologies can save money, improve operational efficiency, and offer competitive advantages to businesses.

I have recently made the decision to embark on a writing journey.

Leveraging advanced technologies can offer solutions that restore faith in the democratic process, enhance security, and ensure inclusivity.

The commingling of assets after the FTX bankruptcy, and whether traditional finance and regulators are reshaping crypto.

The increasing prevalence of chronic diseases calls for integrated and advanced solutions. By uniting the capabilities of AI, IoT devices, blockchain, and superconductors, a comprehensive and transformative approach can be put together.

The daunting issue of biodiversity loss requires multi-pronged solutions, and both AI and blockchain can offer significant aid.

The World Bank reports around 1.4 billion adults remain unbanked globally.

I was recently confirming wiring instructions over the phone - a standard practice - albeit one that I've increasingly started to perceive as futile.

The United Nations estimates that approximately one-third of all food produced globally, worth around $1 trillion, is wasted.

In the world of trading a variety of challenges persist.

Our first episode: separating AI hype from reality, the state of quantum computing, and the FTX versus IRS fight.

Healthcare fraud is a pervasive problem affecting everyone.

Organizations and individuals possess valuable data that, if shared, can lead to collaborative research, improved services, and innovative solutions.

Discover how blockchain and AI fusion revolutionize payments—combining frontier technologies to create 100x more impactful solutions for modern transaction challenges.

Discover how AI facial recognition and blockchain eliminate physical travel documents, streamlining airport security while protecting vulnerable travelers from identity fraud.

Discover how blockchain secures asset maintenance records with transparent, tamper-proof ledgers that enable trust and collaboration across stakeholders.

Problem: Managing intellectual property rights, ownership, and licensing in the digital era is challenging, with inefficiency, fraud, and lack of transparency being common issues.

Discover how blockchain technology transforms travel documents—digital passports and visas secured by biometric data, eliminating forgery and theft forever.

Discover how blockchain digital signatures solve outdated authentication methods with tamper-proof, verifiable solutions for modern transactions.

Blockchain technology has opened new doors for decentralized governance and commercial/social interactions.

In today's increasingly globalized and competitive market, companies are under pressure to demonstrate that their products are ethically sourced, environmentally friendly, and adhere to specific standards.

Problem: The probate process is time-consuming, expensive, and often contentious, with disputes arising over the validity of wills, asset distribution, and other matters.

"I am your biggest fan" is a common expression people use when they meet someone they look up to.

Centralized social media platforms lack transparency, have opaque algorithms, and do not give users and creators full control over their social media data, followers, and value.

Blockchain technology has revolutionized the way we approach various industries, but companies in the space continue to grapple with the challenge of aligning incentives for rapid user acquisition and long-term user retention.

The Freedom of Information Act (FOIA) is an essential aspect of American democracy since it enables access to records from any federal agency.

Studies have estimated that BlackRock, Vanguard, and State Street together hold 40% of the voting power in the Russell 3000, 25% of the voting power in the S&P 500, and 20% of the voting power in the MSCI ACWI Index.

Why can’t computing capacity and storage be as elastic as electricity?

Estimates indicate that the global economy will generate 175 zettabytes (1 zettabyte is 1 trillion gigabytes) of data annually by 2025.

The credit system does not just affect wealth but also life-changing opportunities like buying a home or getting a job.

The global loyalty program market is in the hundreds of billions of dollars.

Some estimates are as high as 50% of all venture capital goes directly into the tried and tested strategy of running Facebook and Google ads.

It is estimated that there will be close to 30 billion Internet-of-Things (IoT) devices connected globally by 2025.

BCG: “Each year, 1.6 billion tons of food worth about $1.2 trillion are lost or go to waste—one-third of the total amount of food produced globally.

The carbon credits market has exploded to a value of over $250 billion.

A fraudster in California used the $1-per-gallon subsidy earmarked for biofuel producers to steal more than $1 billion from taxpayers: https://www.justice.gov/opa/pr/jury-finds-los-angeles-businessman-guilty-1-billion-biodiesel-tax-fraud-scheme

How do you report a corrupt police officer?

The IRS estimates that $31 billion in income tax refunds were paid to fraudsters in 2018 alone.

Tax credits are a large and opaque market with a direct impact on taxpayers.

Uber/Lyft advertise they charge a 25% commission to drivers for using their platform.

Energy has largely been centralized: a few public and private entities managed the production, storage, and distribution of the vital resource for billions around the world.

I was sitting in amazement in a title office a few days ago as the title agent explained to me they almost sold a property and paid a fraudster without the real owner ever realizing it.

“The only way to get better health care is to get better data and the only way to get better data is to incentivize its release.” - Marzyeh Ghassemi, Assistant Professor, MIT

CNBC: Identity fraud cost Americans a total of about $56 billion last year, with about 49 million consumers falling victim.

A private key is like a password to your digital vault with digital assets.

Layer 0: Enables interoperability between layer 1 protocols (e.g.

A consensus mechanism refers to the protocols, concepts, and incentives that ensure that there is a single, consistent, and true version of the blockchain.

Bridges connect two blockchain platforms by allowing the transfer of assets and data between them.

Oracles provide the data connection between blockchain applications and the outside world.

Vote-escrow tokens are used to vote on gauges, which determine how the rewards and revenue generated by the protocol are allocated.

As discussed previously, builders have always been constrained by the infrastructure available to them.

Most original versions of protocol governance models gave all token holders an equal weight in decision-making.

Public blockchains are built on top of a set of software that is maintained and controlled by the network participants.

The first version of non-fungible assets was static in nature: the data attached to these assets is fixed and cannot be changed after creation.

Anyone can just Google and save a picture of the Mona Lisa without owning it or paying a fee

The core debate is rarely on the merits of blockchain technology but mostly which stage of the adoption cycle we are in

One of the most crowded hedge fund trades during 2020-2021 was Bitcoin