How to Invest in AI I’ve been a huge fan of Patrick O’Shaughnessy since I was on his Invest Like the Best podcast. Patrick asks good questions and, in a world that now abounds with answers, the most valuable people are the ones who can ask the best questions. Back in May, Patrick asked me an interesting question: where is […]
https://reactionwheel.net/2025..../09/how-to-invest-in

A Look at Growth I do not see how one can look at [growth] figures like these without seeing them as representing possibilities. Is there some action a government of India could take that would lead the Indian economy to grow like Indonesia’s or Egypt’s? If so, what, exactly? If not, what is it about the ‘nature of India’ […]
https://reactionwheel.net/2025..../07/a-look-at-growth

The Illusion of Acceleration Is the rate of adoption of new things getting faster and faster and if so, is this an exogenous feature of technology? I argue the rate of adoption is cyclical and, while fast today for some products, this is neither a good thing for entrepreneurs nor predictive of the rate of adoption in the future.
https://reactionwheel.net/2024..../10/the-illusion-of-

Time to unsubscribe! This post lays out what I plan to write about on the blog from here on out. It shouldn't be a surprise, but I include instructions on how to unsubscribe if you want.
https://reactionwheel.net/2024..../09/time-to-unsubscr

Resignation letter I am no longer investing in new companies.
https://reactionwheel.net/2024..../09/resignation-lett