Month: June 2026

AI and Market Valuations

I’m releasing the first of three new Substack posts on current AI market valuations, timed to coincide with the SpaceX IPO.

  1. The 50-to-1 Shot: Why You Can Be an AI Bull and a Market Sceptic
    The first piece is now live Read here
  2. The Cognitive Dissonance of the Bull Case: Why AI is Actually a Risk for Tech Profits
  3. The Libertarian Paradox: Why the AI Bull Case Relies on Capitalism Being Permanently Broken

I hope you enjoy and I’d value any feedback.

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