Friday, May 9, 2025

How can we say that Flow is a bad idea if Andreessen Horowitz invested a third of a billion dollars in it?

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“Here’s my idea for a new business.” “That’s the stupidest thing I’ve ever heard. The business model is crap. The potential market is tiny. ...
Thursday, May 8, 2025

Josh Marshal's understating how dysfunctional the titans of Silicon Valley have become

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 I find myself in the odd position of disagreeing rather strongly with a recent post by Josh Marshall. Not about any major conclusion, and ...
5 comments:
Wednesday, May 7, 2025

Another one for the lexicon: deerstalker

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  A deerstalker is a belief which is: 1. Held by the general public; 2. Discounted by the moderately well-informed; 3. Known to be true by e...
4 comments:
Tuesday, May 6, 2025

A few years ago Morgan Stanley released an analysis promising that the metaverse would soon be worth more than $5 trillion dollars. Their latest one on humanoid robots may not rise to that level of prescience.

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Guys, we've been pointing out bubbles here at the blog for well over a decade now and, trust me, this is a bubble Just as it did in resp...
Monday, May 5, 2025

Surprisingly, despite Elon Musk's involvement, this may turn out to be a scam.

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Like the Metaverse, like Musk’s humanoid robots and brain implants and eugenics and Mars colonization, you realize these guys aren’t crea...
Friday, May 2, 2025

The Cylon (TOS) Design Fallacy

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Just to be clear, I'm talking about these Cylons...   ... not these Cylons. In the pilot of the original Battlestar Galactica , Apollo a...
Thursday, May 1, 2025

I hate to reschedule "The Cylon (TOS) Design Fallacy" yet again, but we had a big news day on the Tesla front

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I've got some real posts coming up on Elon's Optimus and the humanoid robot bubble, with any luck starting tomorrow, but the last th...
Wednesday, April 30, 2025

Sometimes it's useful and I think healthy to imagine trying to explain the news of 2025 to the you of 2015.

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Donald Trump is doing everything he can to ensure the Conservative Party will lose today’s election in Canada. [image or embed] — Republican...
Tuesday, April 29, 2025

Will the robotaxi business really be worth $443 billion to Tesla?

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As discussed previously, one of the ten largest corporations in the world by valuation is a failing car company with small and rapidly decli...
Monday, April 28, 2025

#SummerOfScarcity

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If you're selective with social media and limit yourself to following smart, savvy—in the good sense—people (which now pretty much means...
Friday, April 25, 2025

Markets can remain high on LSD longer than you can remain solvent.

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Tesla sales have dropped because people hate Elon Musk. But they'll go back when he starts spending more time at the company. — New Yo...
2 comments:
Thursday, April 24, 2025

"Been down so long it looks like up to me" -- a tale told mostly in tweets*

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Market Psychology in 2025 "I'm going to lob a half dozen grenades into that building!" Everyone runs out, screaming and tra...