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AI Agents Are About to Spend Real Money
Agentic Commerce and the Bull Case for Shopify, Amazon and eBay
Jan 13
•
Daniel Kolb
2
1
After AI, Investors Are Eyeing Quantum Computing. Here’s What Actually Matters.
Which stocks to watch and why the next great computing breakthrough could reward patience more than hype
Jan 9
•
Daniel Kolb
3
1
Apple’s AI Strategy Isn’t Loud. It’s Durable.
Why on-device intelligence favors control over spectacle and why this is a good thing in an AI first world
Jan 6
•
Daniel Kolb
4
Why Google Built TPUs and Why Investors Should Care
Inference costs, custom silicon, and what it signals for NVIDIA, Nebius, and AI investors
Jan 5
•
Daniel Kolb
9
2
2
Intro To AI Hardware For Investors: GPUs Won. That’s Why Everyone Is Hedging Them
GPUs, CPUs, RAM, Silicon, ARM explained. Plus: Margins, and the quiet shift in AI hardware
Jan 4
•
Daniel Kolb
9
7
5
AI in 2026: When the Demos Stop Carrying the Story
From wow moments to economic reality
Jan 1
•
Daniel Kolb
2
December 2025
Why VC Math Encourages Fragile AI Startups
I recently reread The Power Law, and it clicked in a very uncomfortable way with what I see every day working on AI products.
Dec 31, 2025
•
Daniel Kolb
2
How Compounding Breaks When Technology Resets Every Cycle
A guide for stock traders & VCs inspired by my career spent rebuilding on moving ground and adapting when the wind changes
Dec 31, 2025
•
Daniel Kolb
3
1
The AI Boom Has a Graveyard No One Talks About
A Software Engineer's Perspective - The Hidden Dependency Behind Most AI Products And Why Many Will Fail In The Long Run
Dec 28, 2025
•
Daniel Kolb
4
2
1
Shopify: A Software Platform Disguised as a Retail Stock
Why Shopify is still misunderstood by the market
Dec 26, 2025
•
Daniel Kolb
3
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