Turning Capital into Knowledge We are living through one of those rare moments when technology doesn’t just improve—it transforms. Consumer-ready artificial intelligence arrived in late 2023 with remarkable speed and impact. In such a short time, we’ve seen AI systems pass the bar exam, diagnose rare diseases from medical images, write functional computer code in...Read More

This is a phrase we heard a lot on our last visit to London. Though repeated as the subway doors open, it brings other ideas to us. Specifically, the gap between the expectations of some investors and what turns out to be the reality. All bubbles eventually “pop” (or at least deflate). Among other issues...Read More