A $500K token bill, from one user, in one month
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This past weekend was frankly apocalyptic in Northern Virginia with the unbearable temperatures and the smoke-filled sky.
The AI machine kept buying. Nobody in the room questioned it. $881 million later, Zillow shut the whole unit
The mid-year travel flurry continued this week with a trip down to Miami. I was able to attend the
Two groups behind Tom Brady in Ireland
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My latest adventures in jet lag saw my pop across to Ireland last week, where I was lucky
I waited 28 years for Scotland. LPs are waiting 7 years for their capital back.
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I've been in various states of 'under the weather' the last few weeks with
The single point of success you'll only fix when you're forced to
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I recovered from my UK jetlag just in time to be discombobulated by another unexpected change. The beloved
If an apple falls on AI, it will not discover gravity
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It has been a few weeks since I wrote - I've been super busy with client travel.
The strong number two is the diligence criterion most PE deals miss
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Delayed release this week, thanks to my attendance at ACG DealMax in Las Vegas.
As well as all
If the revenue engine is messy, AI scales the confusion
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It seems fashionable at the moment to be an AI futurist on a podcast. Almost any version of
“I refuse to call us an AI company.” The Falfurrias line every PE-backed CEO should steal
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The warm weather is here in the mid-Atlantic, another signal of how fast the year is going
A PE firm pointed Claude at a shared drive. What happened next changes the math.
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Fully back into it this week after having some fun with the kids over spring break. Checked off
