The Achilles Heel of the AI Boom

Technology companies are transforming from asset-light to asset-heavy businesses

Special announcement: I’ll be giving a presentation next Thursday with my partner and co-manager in the Blue Orbit Capital Fund, Mario Randholm: “Double, Double Toil and and Trouble… Are We In An AI Bubble?”

We’ll be covering signs that the AI bubble is reaching its climax and explain how we’re positioning ourselves to profit from the blow-off top while …