Bryce Smith
The Manus Moment: Meta’s Path To Become The OS Of The Enterprise
Latest Positions
Where We'd Buy More Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
The Fog Of The Great AI War
War is the realm of uncertainty… – Carl von Clausewitz
SaaSpocalypse, Anti-Capexism, And A Crypto Winter.
Trade Alert: Shuffling The Deck
Intuition and Reason
War In Greenland, SpaceX IPO, TSLA Volatility, and Much More
Trade Alert: Robotics + Software
Deep Thoughts On Tech Bubbles
TL;DR: they're not that common, and we're probably not in one (at least not yet)
The AIRS Revolution
Plus the coming explosion of Gross Galactic Product (GGP)
