Private meetup in the Bay Area to discuss technology, markets and global trends
/
Feb 6, 2024
Deep Dive
How private credit works, how it grew, and what the AI buildout changes.
Oct 9, 2026
What 6 datasets say about AI and jobs.
Oct 2, 2026
We can see AI ROI everywhere except the productivity numbers. Why?
Sep 25, 2026
We examine how open and closed model makers compete, the strategies behind each approach, and where the profits accrue.
Sep 18, 2026
AI’s appetite for specialized chips, power, and speed created an opening for a new kind of cloud. Learn with me below...
Sep 8, 2026
California is the 5th largest economy in the world, but 43% of its own residents say the budget is a "big problem." So let’s take a closer look at the budget...
Aug 28, 2026
