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The biggest risk with AI is that we don't go big enough
The subject line is a direct quote from Peter Thiel in Crusoe’s funding announcement from last December where Thiel calls for a greater ambition given…
May 14
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Ville Vesterinen
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The biggest risk with AI is that we don't go big enough
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April 2025
Where to find new ideas in 2025
New ideas are valuable so it’s worth thinking where to find them.
Apr 24
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Ville Vesterinen
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Where to find new ideas in 2025
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A battery, a chip and software
It starts with cars, but this is going to happen to every important industry and product category.
Apr 16
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A battery, a chip and software
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As the boundaries between apps melt away
There’s a good chance the Internet will be communicating in natural language vectors in the future because that’s how LLMs talk.
Apr 14
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As the boundaries between apps melt away
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Technological Democracy
Globalization and the end of history didn’t work the way we thought they would.
Apr 8
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Technological Democracy
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Interfaces
Large Language Models are probabilistic in nature and hallucinations are a feature of how they create value.
Apr 1
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Interfaces
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March 2025
Everything is a computer
After revisiting Carlota Perez’s famous framework from her book Technological Revolutions and Financial capital it strikes me that if you believe in the…
Mar 31
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Everything is a computer
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October 2024
How to finance multi-decade ideas
How to finance big ideas about the future?
Oct 10, 2024
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How to finance multi-decade ideas
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September 2024
Ideas matter
I love big ideas. Big ambitious ideas are more than just ideas. They are narratives about the future.
Sep 6, 2024
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Ville Vesterinen
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Ideas matter
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March 2024
The second Cold War will divide the world in two down to the silicon it runs on
It’s been clear for some time that the second Cold War has started between China and the US.
Mar 24, 2024
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The second Cold War will divide the world in two down to the silicon it runs on
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How to build a trillion-dollar company
There are a total of seven companies in the world with a market cap of 1 trillion dollars or above. Six of those are American, and one is from Saudi…
Mar 22, 2024
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How to build a trillion-dollar company
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February 2024
Can the US and Europe compete in semiconductor manufacturing?
Bill Gurley and Brad Gerstner discuss what makes a successful semiconductor fab in B2G’s latest podcast episode and bring up a talk that Morris Chang…
Feb 26, 2024
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Can the US and Europe compete in semiconductor manufacturing?
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