Kuppy's Korner

I’ve now written two pieces on the economics of AI datacenters (Piece 1, Piece 2). Nothing shakes me from my view that these are deeply negative ROIC investments. Yet, hyperscalers...

I like to remind people that “when it comes to finance, most things are pretty obvious; it’s the timing that’s hard…” Through nearly three decades of investing, this concept has...

If you’ve spent any amount of time on Twitter, you’ve likely come across the hypothesis that AI will bring an extinction level cataclysm for white collar workers. Instead of having...

Every time tech has one of its periodic moonshots, the same email shows up in my inbox from one of my investors. Some version of: “Kuppy, why don’t we own...

Should we be positioned for Feudalism?? Not as a joke, but as the only mental model that explains why the macro world acts the way it does right now. Should...

Last month, I chose to strip away all the hubris around AI and ask one simple question, one that oddly no one had really bothered to ask; how much revenue...