Exploring AI valuations through math, myth, rationalization, opacity, strategic value, and the frenzy shaping private markets.
Richard Baker’s real estate obsession and Marc Metrick’s finance lens are thought to have sunk Saks Global. But Occam’s Razor offers the simplest, clearest explanation.
There is a dangerous illusion that traps hardworking people across every income level: the belief that a salary is the destination. It is not. A salary is a starting point ...
Salesforce has underperformed, but the recent AI startup fears are overblown, and the current dip is a buying opportunity.
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