The AI Abyss Is Not Investable
Why rapid AI progress can be a distraction for our investment research
May 04, 2025

Intellectual Wandering
In this podcast we analyze the big waves of future capital flows, finding great investment opportunities in the process. In the free version we focus on: How do we know the knowable without deluding yourself? What information last week was investable and what was just noise.
In the premium version we will dive deep into my current research investigations and companies. This version goes alongside the substack publication of Intellectual Wandering.
In this podcast we analyze the big waves of future capital flows, finding great investment opportunities in the process. In the free version we focus on: How do we know the knowable without deluding yourself? What information last week was investable and what was just noise.
In the premium version we will dive deep into my current research investigations and companies. This version goes alongside the substack publication of Intellectual Wandering.Listen on
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