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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
Jul 17
•
Moses Sternstein
4
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AI is the CapEx Cycle Now (and maybe it's paying off)
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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…
Jul 16
•
Moses Sternstein
7
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Enterprise VC, AI and Beyond
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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
Jul 15
•
Moses Sternstein
20
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A silver-bullet to save everything, or at least healthcare
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20
Grok is the smartest
6 other interesting charts on AI, consumers, and things
Jul 11
•
Moses Sternstein
7
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Grok is the smartest
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The Almighty Consumer still loves e-ecommerce
Priming for Prime Day
Jul 10
•
Moses Sternstein
5
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The Almighty Consumer still loves e-ecommerce
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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
Jul 9
•
Moses Sternstein
4
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Private Credit and Insurance, two peas in a pod (reprise), and a chart dump on default rates
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3 odd observations about AI that are probably misleading somehow
Declining adoption? Fewer tokens? Less referral?!
Jul 8
•
Moses Sternstein
4
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3 odd observations about AI that are probably misleading somehow
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4
Energy in 1776
Plus some good news on kiddos in the Big Cities
Jul 4
•
Moses Sternstein
5
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Energy in 1776
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4
Maybe the OBBB is actually fiscally responsible?
I doubt it, but I like a good contrarian take
Jul 3
•
Moses Sternstein
13
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Maybe the OBBB is actually fiscally responsible?
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1
I used ChatGPT to help underwrite an investment idea
o3 is a pretty darn good analyst, if you ask good questions
Jul 2
•
Moses Sternstein
9
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I used ChatGPT to help underwrite an investment idea
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2
LPs want their liquidity and they want it now
GPs still haven't gotten the memo, yet, apparently
Jul 1
•
Moses Sternstein
8
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LPs want their liquidity and they want it now
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1
June 2025
Can the US grow its way out of debt?
Some pessimism, but also, some optimism
Jun 30
•
Moses Sternstein
5
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Can the US grow its way out of debt?
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