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AI is the CapEx Cycle Now (and maybe it's paying off)
Charts on AI CapEx and improved margins we were promised
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Moses Sternstein
Enterprise VC, AI and Beyond
Jon Lehr (Work-Bench VC), on investing in Enterprise Tech then and now, why Enterprises are different (and so is Work-Bench), and how things are both…
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Moses Sternstein
54:43
A silver-bullet to save everything, or at least healthcare
Uncle Sam's Immigrant Nursing Brigade may hit a snag, but Random Walk has a solution
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Moses Sternstein
20
Grok is the smartest
6 other interesting charts on AI, consumers, and things
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Moses Sternstein
The Almighty Consumer still loves e-ecommerce
Priming for Prime Day
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Moses Sternstein
Private Credit and Insurance, two peas in a pod (reprise), and a chart dump on default rates
Mutually reinforcing gains, and still no sign of pains
 • 
Moses Sternstein
3 odd observations about AI that are probably misleading somehow
Declining adoption? Fewer tokens? Less referral?!
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Moses Sternstein
4
Energy in 1776
Plus some good news on kiddos in the Big Cities
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Moses Sternstein
4
Maybe the OBBB is actually fiscally responsible?
I doubt it, but I like a good contrarian take
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Moses Sternstein
1
I used ChatGPT to help underwrite an investment idea
o3 is a pretty darn good analyst, if you ask good questions
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Moses Sternstein
2
LPs want their liquidity and they want it now
GPs still haven't gotten the memo, yet, apparently
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Moses Sternstein
1

June 2025

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