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Nvidia Envy: understanding the GPU gold rush
In 2023, thousands of companies and countries begged Nvidia to purchase more GPUs. Can the exponential demand endure?
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John Luttig
4
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Hallucinations in AI
In the tech-pocalypse desert of 2023, only the AI oasis can save us.
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John Luttig
5
Is AI the new crypto?
The nuclear winter techpocalypse arrived, sparing only artificial intelligence. Peak AI indicators are everywhere. Can it maintain the faith that crypto…
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John Luttig
3
Reversion to the mean: the real long COVID
The pandemic may be over, but so is tech exuberance.
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John Luttig
4
Rippling and the return of ambition
Most software companies today are fundamentally unambitious, but Rippling is hiding in plain sight.
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John Luttig
10
Don’t forget Microsoft
Understanding the behemoth in Redmond teaches us valuable lessons in cloud infrastructure, startup strategy, and the future of software.
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John Luttig
17
The index mindset
Index funds have come to dominate public markets. But the shift towards indexing is spreading across tech and culture too – I call it the index mindset.
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John Luttig
8
Finance as culture
financialization is no longer purely institutional. it has seeped into our culture.
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John Luttig
5
luttig's learnings
luttig's learnings
i occasionally write about what i've been learning, at founders fund and personally. you can also find me on twitter: https://twitter.com/absoluttig

luttig's learnings

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