2024 Annual Letter: Generational Company, Generational Wealth
Welcome to the 2024 annual letter of Interconnected Capital.| interconnect.substack.com
Welcome to the 2024 annual letter of Interconnected Capital.| interconnect.substack.com
Welcome to the 2024 annual letter of Interconnected Capital. To new and old readers alike, a friendly reminder: I run a global technology long-only fund focused on investing in the “picks and shovels” of the interconnected global digital AI economy. I draw on my technology business operator's experience and geopolitical| Interconnected
Welcome to Interconnected Capital’s first half (H1) of 2024 investment performance letter, which I write on a quarterly basis. (You can find my Q1 letter here.) To new and old readers alike, a friendly reminder: I run a global technology equity portfolio focused on investing in the “picks and| Interconnected
During the Berkshire Hathaway annual meeting last weekend, Warren Buffett made a lot of headlines on AI. By comparing AI to nuclear weapons and sounding the alarm on deepfakes by talking about how he was almost fooled by a deepfake of his own likeness, his commentary would put him squarely| Interconnected
