Chris
@cwb
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Chris
@cwb
The best way to test theses is via investment either with your time or your money - here are mine for this year https://open.substack.com/pub/cwbrown/p/growth-portfolio-2024?r=iduka&utm_medium=ios&utm_campaign=post
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Chris
@cwb
AI is the killer app for nuclear energy
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Chris
@cwb
Interesting read on horseshoe theory with an institutionalist + tech optimism / pessimism overlay https://read.pourteaux.xyz/p/geopolitical-horseshoe-theory
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Chris
@cwb
Software has two core differentiations: (1) The talent building the software (2) Distribution. To the extent AI raises the floor on technical talent vs accelerating the top end, it’s a large advantage for incumbents with distribution
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