Why agentic coding is overrated and an univestable category “I actually do think that agentic coding is quite overrated in terms of a marke...

Where is the value in the robotics stack? “I do not think the value will be in the model. I think they are probably going to end up buildi...

Is it completely techno-optimist to assume that companies will own their own intelligence with their own specialized models? “I think it is...

Are software investors f***ed? “If you are a pure software investor, you are kind of fucked. SaaS, I do not think, is going to be where you...