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Is AI Taking Our Jobs? (Spoiler: Yes. Next question?)
The debate over AI’s impact on the workforce is still going strong: Will it create a new boom of roles, or lead to mass displacement? Historically, the optimists have a strong case. We’ve seen this before. The invention of the internet and the introduction of the Excel spreadsheet were both predicted to cause massive job losses. Instead, they did the opposite—they unlocked levels of productivity and new industries we couldn't have imagined. However, there is a growing body of

Investor Publication
Mar 162 min read


The Classic, Dario vs. Goliath: Anthropic vs. The Department of War
Move over, Silicon Valley underdog stories. We’ve moved past “disrupting the SaaS industry” and straight into “staring down the barrel of a literal war machine.” For the last month, Anthropic CEO Dario Amodei has been playing a high-stakes game of "Thanks, but No Thanks" with the US Department of War (DOW). The DOW—led by Pete Hegseth—wanted Claude to pivot from a helpful AI assistant to... well, a domestic spy and autonomous weapon killing machine. Dario’s wild, controversia

Investor Publication
Mar 42 min read
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