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Tech Things: AllBirds Goes All In on AI
GPUs are not a good Store of Value
Apr 15
•
theahura
3
3
1
Tech Things: The Most Important Trial About Social Media Just Finished
The public is increasingly frustrated with social media and the gamification of our attention. Now terms like 'addiction' have entered the legal sphere.
Apr 7
•
theahura
7
1
2
Tech Things: there was a lot of fraud this month
Delve proves 30u30 memes are accurate. Journalist threatened due to polymarket bets. You probably shouldn't sell chips to China, even if you get really…
Mar 30
•
theahura
13
4
Tech Things: SaaS is Dead, Long Live SaaS
I think the SaaS-pocalypse is somewhat overblown. Some companies will live, others will die, and we'll all move on.
Mar 3
•
theahura
8
1
2
Tech Things: OpenClaw is dangerous
We live in a world of miracles and monsters, and it is becoming increasingly difficult to tell which is which.
Feb 18
•
theahura
14
4
11
Tech Things: Moltbook isn’t real but it can still hurt you
Also: Project Genie + Waymo, SpaceX Merger
Feb 7
•
theahura
8
3
4
Prediction Markets are Dangerous
Encouraging instability at an institutional level seems like a bad idea?
Jan 26
•
theahura
16
7
10
Tech Things: Why did NVIDIA buy Groq?
Understanding Groq's unique value add and NVIDIA's decision calculus.
Jan 15
•
theahura
6
1
Tech Things: Anthropic Did Not Make a Mistake in Cutting Off Third-party Clients
Everyone’s mad that they got caught riding in the HOV lane with a mannequin in the front seat
Jan 13
•
theahura
10
2
Tech Things: Netflix is buying nostalgia. Disney is buying OpenAI. OpenAI is buying time.
This is where I pretend to be a financial analyst and speculate wildly about things happening in the world
Dec 16, 2025
•
theahura
10
6
10
Tech Things: TPUs power the Death Star
Gemini 3, chip wars, ads on OpenAI, and more
Dec 6, 2025
•
theahura
13
13
2
Tech Things: Robotics has its GPT2 moment, Data has its Oil Moment
Generalist, Mercor, and the Rise of Data Brokers
Nov 13, 2025
•
theahura
13
1
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