therandomwalk.co

delayed onset regime change the change is coming from inside the tech software, not dead yet? discount shopping on aisle hyperscaler (maybe) 👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. 👋👋👋Random Walk has been piloting some other initiatives and now would like to hear from broader universe of you: (1) 🛎️ Schedule a time to chat with me. I want to know what would be valuable to you.

not-quite-frontier intelligence gets cheap, where the open-weights challenge ai demand is in the eye of the beholder productivity gains are there (somewhere, maybe) reallocation of tech to parts un-tech, a Jevonsish undertaking 👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. 👋👋👋Random Walk has been piloting some other initiatives and now would like to hear from broader universe of you: (1) 🛎️ Schedule a time to chat with me.

check-in on entry-level hiring, some evidence of a thaw is that why people hate AI? there are some wild sentiment splits the real Gen GenAI (it’s not the Zoomers) regime change makes tech both more and less important than ever 👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. 👋👋👋Random Walk has been piloting some other initiatives and now would like to hear from broader universe of you: (1) 🛎️ Schedule a time to chat with me.

prime day bonanza almighty consumer interlude: a-ok (and payrolls too) e-comm says “not today, S-curve,” and ponders the AI productivity lift ecomm once saved the deficit? 👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. 👋👋👋Random Walk has been piloting some other initiatives and now would like to hear from broader universe of you: (1) 🛎️ Schedule a time to chat with me. I want to know what would be valuable to you.

5 Idea Friday ai agent usage, and the emerging top 1% bubbles? no bubbles…indecision, momentum, hunting for the triple-digit returns, high premium to growth, but bubbles? the K becomes an E mind the supercore (reprise, ad infinitum) no country for youngs, or the education bag-holder 👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun.

the MBA regrets to inform you that the housing shortage has been cancelled latest builder reports: “definitely no housing shortage here” a Rorschach Test for cool-headed housing analysis 👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. 👋👋👋Random Walk has been piloting some other initiatives and now would like to hear from broader universe of you: (1) 🛎️ Schedule a time to chat with me. I want to know what would be valuable to you.

5 Idea Friday binge-drinking is popular with some people a different theory of private for longer frictionful AI, and more tales from the ROI unlock (or not) ETFs to the moon China’s retail winter 👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. 👋👋👋Random Walk has been piloting some other initiatives and now would like to hear from broader universe of you: (1) 🛎️ Schedule a time to chat with me.

revisiting Citrini’s exactly wrong doomcast from tokenmaxxing to token-rationing, the juice must scale with the squeeze of gpu rental rates and silicon data what does “AI demand,” mean anyway? considering the outer limits, and what it might take to bend the curve upwards software-but-better, or conquering new lands 👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun.

A valuation edition of 5 Idea Friday sticky car prices public markets: anything but bubbly for pe, the song remains the same . . . selection effects drive the rest vc is doing fine where it matters (sort of) private credit narrative v. fundies 👉👉👉Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun.

job growth, starting from the bottom (and still there) fade fade america (with a caveat) room for big IPOs screentime for Algernon (and a supposedly fun thing) margins, margins, margins šŸ‘‰šŸ‘‰šŸ‘‰Reminder to sign up for the Weekly Recap only, if daily emails is too much. Find me on twitter, for more fun. šŸ‘‹šŸ‘‹šŸ‘‹Random Walk has been piloting some other initiatives and now would like to hear from broader universe of you: (1) šŸ›Žļø Schedule a time to chat with me.