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Byrne Hobart
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In AI Exposure, Sometimes Worse is Better
ventures bubbles joint
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9 September
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
Almost every technology boom creates a bubble, then a bust, whether it’s railroads, the Industrial Revolution, or the late 1920s. Think about the late '20s: electricity, refrigeration, telephones, radios, airplanes, and cars were all emerging at once. Naturally, people wanted to invest in these miracles. The danger is that people fail to distinguish the miracle from the investment. A technology can be truly transformative, but if the stocks are priced too high or bought on debt, you get a crash. That is the mechanics behind how bubbles form and burst. New technology will be great, there is no… energy Related
10 August
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
I asked Claude Fable 5: "How vulnerable is the business model of XYZ (name concealed)? I am referring to competitive attacks from China and dependence, if any, on government policy incentives, etc. There have been so many solar energy and wind energy bubbles in the past, and I have kept away from these companies. Am I being too cautious? solar Anthropic Related
30 July
Author of The Simple Path to Wealth and of the jlcollinsnh.com stock series on index-fund investing.
19 February
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
3 February
American writer and long-term traveller. Blogs at tynan.com about travel, owning few possessions, habits and the gear he carries; author of Superhuman by Habit and Make It Big.
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You still have to have to fight against the Apple blue-bubble brainwashing, but once you do you'll never go back.
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Gear Post 2026 tynan.com
9 December 2025
Co-founder and co-chairman of Oaktree Capital Management; author of the Oaktree memos.
26 October 2025
Web infrastructure engineer and standards editor; chaired the IETF HTTP working group and co-authored core HTTP and Atom specifications.
"AI hucksters [...] will tell you that there is only one way that this technology can be used: to fire a whole ton of workers and make the survivors do their job at frantic Lucy-in-the-chocolate-factory cadence. While it’s true that this is the only way that their companies could possibly be worth the hundreds of billions of dollars that have been pumped into them (so far), there’s no iron law that says that investors in tech bubbles should always turn a profit." locusmag.com
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