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  1. 01.
    The value chain cascade
    jamesthomason.com · /rss
    ▲ 0 · Jul 20
  2. 02.
    It's shovels all the way down
    jamesthomason.com · /rss
    ▲ 0 · Jul 15
  3. 03.
    Google, a $100B SpaceX shareholder, suddenly needs $11B of SpaceX compute before IPO
    jamesthomason.com · /rss
    ▲ 0 · Jun 7
  4. 04.
    Boxabl folding home SPAC is an unfolding disaster
    jamesthomason.com · /rss
    ▲ 0 · May 29
  5. 05.
    Nasdaq drains 401ks into SpaceX, Anthropic, OpenAI IPOs
    jamesthomason.com · /rss
    ▲ 0 · May 22
  6. 06.
    SpaceX's IPO Bagship carries full payload of Elon's mistakes
    jamesthomason.com · /rss
    ▲ 32 · May 21 · 4 comments on HN
  7. 07.
    Where bad ideas go to fly
    jamesthomason.com · /rss
    ▲ 0 · Mar 31
  8. 08.
    Narratives pick the KPI, and the KPI picks the losers
    jamesthomason.com · /rss
    ▲ 0 · Dec 30
  9. 09.
    The pricing game versus the valuation game
    jamesthomason.com · /rss
    ▲ 0 · Dec 4
  10. 10.
    Too many winners, not enough market
    jamesthomason.com · /rss
    ▲ 0 · Nov 20
  11. 11.
    The option premium view of bubbles
    jamesthomason.com · /rss
    ▲ 0 · Nov 12
  12. 12.
    Moore or less the bottleneck
    jamesthomason.com · /rss
    ▲ 0 · Oct 23
  13. 13.
    The AI utility trap
    jamesthomason.com · /rss
    ▲ 0 · Sep 29
  14. 14.
    Deus ex nihilo
    jamesthomason.com · /rss
    ▲ 0 · Sep 23
  15. 15.
    We're having turtle soup
    jamesthomason.com · /rss
    ▲ 0 · Sep 21