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Join date: Oct 30, 2025

Posts (6)

Jan 9, 20266 min
The Year AI Moves Into Reality
For the last two years, artificial intelligence has lived mostly in language. We trained models to talk, reason, summarize, and persuade. The interface was text, the breakthroughs were conversational, and the mental model was simple - intelligence as software. That phase is ending. The next chapter of AI will not be written in words. It will be written in factories, vehicles, power grids, warehouses, and spacecraft. It will be defined less by what models say and more by what they can safely...

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Nov 25, 20256 min
Is AI a Bubble? Why History Says We’re Not There Yet
Something has shifted in the last eighteen months. The pace of AI headlines, fundraises, and market reactions has stopped feeling like innovation and started feeling like acceleration as too much capital chases too few certainties. Whenever Nvidia reports earnings now, Wall Street pauses as if waiting for a new weather pattern to roll in. People are asking the obvious question: Is AI actually in a bubble? It’s a fair question, especially when one of the most famous bubble-spotters alive,...

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Nov 19, 202511 min
Mapping the Frontier Stack: Deep-Tech Sectors Shaping 2025 and Beyond
At a glance, venture capital might seem to be in its own world: hyping trends, chasing valuations, and minting unicorns. But beneath the hype, something interesting is happening: deep tech is quietly growing. While the noise of SaaS rounds and chatbots dominates the headlines, a new layer of venture activity is emerging at the intersection of space, defense, data, AI, and energy. These sectors are no longer isolated verticals, they’re merging into something more integrated, complex, and...

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