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AI Competition and the Software Investment Narrative
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AI Competition and the Software Investment Narrative

AI has introduced uncertainty into enterprise software by inserting a powerful new layer between users and traditional applications.

February 27, 2026 5 min read
Greed vs. Fear in the Commodity Pits
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Greed vs. Fear in the Commodity Pits

Gold, silver, and copper have all experienced meaningful price appreciation over the past several years.

February 10, 2026 4 min read

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