2025 will be the year when we begin to see widespread experimentation with AI. No longer just the province of the early adopter companies, I'm willing to bet that every Board of Directors out there is asking the CEO "What's... Continue reading

As the discussion about AI continues to gather steam, we're hearing more and more about Agents. To summarize, you can view AI Agents as miniature Large Learning Models (LLMs), trained on narrow slices of data, with the intent of accomplishing... Continue reading

AI dominates the headlines nowadays. The initial fascination started with AI chip infrastructure in the form of Nvidia and now has moved on to Large Language Model (LLM) implementations and chat interfaces. The accuracy and veracity of AI results, however,... Continue reading

Imagine being at the forefront of two dynamic industries—Business Intelligence and cryptocurrency. For MicroStrategy, this is not a dream but a strategic reality. In this document, we will unpack how MicroStrategy can pivot towards maximizing its enterprise value while spearheading... Continue reading

Full Disclosure: I'm a past and current investor in Veeva ($VEEV) ******************************************************************************** I've been openly critical of the ability of horizontal SaaS companies ("H-SaaS") to add AI features to their products that will make a meaningful difference in their long-term... Continue reading

The Shift from Traditional Software to SaaS Software development has undergone an enormous transformation over the last few decades. We’ve moved from traditional on-premises solutions to the cloud-based services we now know as Software as a Service (SaaS). This shift... Continue reading

In a world so connected by technology, the reality of hacking can often feel like a shadowy undercurrent, ominously lurking beneath the surface of our daily lives. Just the other day, a conversation with a CEO illuminated the staggering frequency... Continue reading

Silicon Valley is laying the groundwork for what could be an unintended financial consequence from the war With all of the geopolitical conflicts in the news today, as well as the newfound attention heaped on Defense technology by Silicon Valley,... Continue reading

In a previous post, I pointed out how the excitement around AI has contributed to a classic market frenzy, as detailed by Dr. Carlota Perez. As detailed by Dr. Perez in all of her works, the "frenzy" of financial capital... Continue reading

It seems that every second sentence written or spoken in the technology world is about AI. Though I agree that AI has the potential to become one of the most significant disruptions in information technology since the advent of the... Continue reading

I was fortunate to be invited to the dinner meeting of a local angel group recently. I've been to many of these as an attendee and presenter. Anyone who has ever been in the early-stage ecosystem knows the setup: a... Continue reading

As a kid who grew up addicted to science fiction, I view the world through the lens of great writers of the genre and compare how things are today to how they predicted they'd become. Heinlein, Asimov, etc., were all... Continue reading

With the pressure to redefine a value proposition for SaaS companies under the threat of AI, the first move I'm seeing (as evidenced by my email inbox) is the addition of AI "features" to horizontal SaaS apps. That parking app?... Continue reading

The quick impact of Generative AI and LLMs has caught SaaS off guard. Most SaaS companies don't have substantial technical competitive advantage Switching costs are in fact, relatively low in specific categories ( you can export your sales data, for... Continue reading

One of the unstated upsides to the boom in AI is that it represents a much-needed boost to university and lab commercialization programs. The reason is that for all the flurry of funding activity in the private and commercial markets,... Continue reading

In re-reading the White House Executive Order on developing safe, secure, and trustworthy AI, it's apparent that we're in one of those historic periods where new technology development has occurred in advance of the creation of effective governance measures. https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence/... Continue reading

With a blog titled "Head in the Cloud(s)," you'd think I'd be all in on cloud computing, distributed computing, large data centers, etc. Yes, the shift to cloud computing has been a net positive for specific applications. It is easier... Continue reading

As hinted at earlier, I believe this time really IS different for the collaboration between the tech industry and DOD. Unlike the 20+ years of the Global War On Terror (GWOT), where the opportunities to deploy innovative technology were limited... Continue reading

Time really IS a flat circle. Once upon a time, the collaboration between the U.S. Department of Defense (DOD) and the tech industry was ironclad. In truth, the tech industry WAS the defense industry. What we know as Silicon Valley... Continue reading

Thoughts on how to allocate equity for early stage startup founders: https://www.slideshare.net/tbjbuzzient/dividing-startup-equity Continue reading

Thoughts on whether or not to become a Startup CEO for scientific founders: https://sway.office.com/xsyL23sjXCGXNxD0?ref=Link Continue reading

As expected, a second wave of clean energy investing is now in force. Experienced investors from the first wave (2005-2014) who had less than impressive returns are back in action. Much like the second wave of internet investing that led... Continue reading

Recent Media Appearances: https://www.youtube.com/playlist?list=PLozrF7JyXfJ9WDTCG7cv9zPSWsWh2tDbc Continue reading

Here's where SPAC's make sense: If you take the old school mentality that an IPO is a financing mechanism, and not a liquidity mechanism, a SPAC is ideal for Cleantech. A SPAC IPO provides access to funding to take a... Continue reading

Predictions for rest of 2018: 1. SAFE Notes will increasingly show themselves to be one way piers, and not bridges to preferred rounds 2. Lowered barriers to entry mean that there is an oversupply of SaaS companies. We're start to... Continue reading