Irregular Ideas with Paul Kedrosky & Eric Norlin of SKV | SK Ventures | Substack

First Published May 15, 2020

Jul 14, 2020

The early stages of technology development around a new platform tend to be simple wrappers. Back when microprocessors emerged we saw single-board…

Mar 31

There is a new Goldman Sachs report out today with a headline claim that 300m+ jobs worldwide could be affected by generative AI. We think that it is…

Mar 29

Our recent publication of “Society’s Technical Debt and Software’s Gutenberg Moment” has brought quite a few new subscribers. As such, we wanted to send…

Mar 23

Abstract There is immense hyperbole about recent developments in artificial intelligence, especially Large Language Models like ChatGPT. And there is…

Mar 21

The other day we heard about someone raising a second round for a social media network where people could talk about crypto. This is a good example of…

Nov 19, 2022

A Brief Introduction There has been one overarching macro thesis of venture capital for the last twenty some-odd years: the cost of networks (and…

Dec 21, 2021

Sports betting gets a bad rap. Not only is it potentially profitable, it is a useful way of thinking about the world. There is much to learn about risk…

Jun 8, 2021

Irregular Ideas with Paul Kedrosky & Eric Norlin of SKV

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