Weekly Mailbag: These Businesses Are Viable, Not Investable
In this mailbag edition, Colin shares how his 15 years of experience as an entrepreneur impacts the Day One...
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The Bleeding Edge
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Apple Isn’t a First Mover
After years of setbacks and speculation, the Vision Pro is an amazing feat of engineering. But it’s not enough...
Follow the 7%
That’s why I’m cautious about trusting any CEO that says their company is adopting AI without proof. We need...
Two “Boring” Industries Could Be Supercharged by AI
Those are impressive returns. But the biggest moves have already happened. That doesn’t leave room for the big returns...
The “Regulatory Recapture” of AI
Time is running out. Once regulations are in place, opportunities to profit from AI will come down to a...
America’s Vicious Debt Cycle
The U.S. government can’t keep a lid on its debt. Ever since Hoover’s presidency in 1929, the debt has...