Strong hunch
The best investment opportunities of the next decade require a blend of hardware and software
The natural properties of physical reality embedded in hardware propositions
Overlaid by the compounding deflation of software technology
If you don’t have a hardware component to your business, then you’re only angles to compete are UX and brand
So the best way to generate defensible positions as a business is with hardware involved
The Bondi shootings are shocking, people have died, and their families are forever traumatised. RIP to them. Horrible
But I do have some questions:
- who were the gunmen?
- why did they do it?
- what does it mean when Israel can point to this “terror”, whilst ignore Gaza, and demand stricter anti-semitic laws?
- how is it that all this new Australian gun control legislation was already prepared and ready to be proposed?
Given this is the month that stricter digital ID regulations for internet usage also come into play, am I even allowed to write these questions down publicly online…
🤔
Crystal ball time... I asked AI to predict bullish, neutral, and bearish price action in USD of Bitcoin for 1 Feb, 1 Mar, 1 Apr 2026
- Bullish:
ChatGPT - 1 Feb 185k / 1 Mar 198k / 1 Apr 210k
Claude - refused to give specific numbers and dates (50/200k range)
Grok - 1 Feb 140k / 1 Mar 160k / 1 Apr 180k
Perplexity -1 Feb 180k / 1 Mar 200k / 1 Apr 220k
Venice - 1 Feb 125k / 1 Mar 135k / 1 Apr 150k
- Neutral:
ChatGPT - 1 Feb 125k / 1 Mar 130k / 1 Apr 135k
Claude - refused to give specific numbers and dates (50/200k range)
Grok - 1 Feb 95k / 1 Mar 98k / 1 Apr 100k
Perplexity - 1 Feb 95k / 1 Mar 100k / 1 Apr 110k
Venice - 1 Feb 89k / 1 Mar 66k / 1 Apr 90k
- Bearish:
ChatGPT - 1 Feb 92k / 1 Mar 88k / 1 Apr 85k
Claude - refused to give specific numbers and dates (50/200k range)
Grok - 1 Feb 80k / 1 Mar 75k / 1 Apr 72k
Perplexity - 1 Feb 45k / 1 Mar 40k / 1 Apr 35k
Venice - 1 Feb 83k / 1 Mar 61k / 1 Apr 74k
Who's right?
An Eastern philosophy that I’ve adopted and I think is very helpful:
You’re not the finished product until your mid-50s (from a business career perspective)