The Atomic Investor

The Atomic Investor

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The AI Capex debate
Tech and finance have been dominated by the AI bubble talk for far too long now. Here is my take on it using some computations, frameworks and theories.
 • Uplusk
The era of the Visionaries
What are the defining character traits of true visionaries? Funny how a football match can take you along a stream of consciousness.
 • Uplusk
Going Vertical
The lines demarcating AI layers are blurring. We are increasingly seeing model providers move up the stack into the application layer. Where are we…
 • Uplusk
Off the sidelines
Looking at the current state of Private Equity from a Listed PE lens. PE got off the sidelines but here comes volatility again.
 • Uplusk
The power of narratives
Markets are driven as much by sentiments and stories, as by discounted future scenarios. This week we witnessed a dramatic swing in the AI narrative…
 • Uplusk
Pipes to Bits: A tale of two infrastructure booms
The echoes of the dotcom era's infra. buildout are reverberating through today's AI revolution, but with a twist - while the investment scale is…
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Private Equity Gains at your local gym
An unexpected email about my local gym getting absorbed into a much larger PE-backed fitness group led me into a bit of rabbit hole on the deals and…
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Diamonds in the rough
As more sophisticated Football club owners and operators try to unlock financial value and growth , there is an increasing focus on youth players, both…
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The end of the tunnel
Private Equity has had a tough 24 months or so with the macro backdrop taking away some key growth levers. Things seem to be picking up but some…
 • Uplusk
The Atomic Investor
The Atomic Investor
This is my conduit of ideas, reflections and thoughts on what little I know about business and investing, technology, and growth.
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