Posts
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All You Can Eat
The Deterioration of the U.S. Health System: A Paradox of Economic Power and Poor Health Outcomes The United States, the world’s largest economy and a leader in technological innovation, paradoxically suffers from some of the worst health outcomes among developed nations. Despite spending more on healthcare per capita than any other country, Americans face declining life...
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Europe – Whatever It Takes
Europe’s contribution to modern science and technology is undeniable. Alan Turing, one of the pioneers of artificial intelligence, laid the foundation for machine learning and computational theory with his early work on breaking the Enigma code during World War II. The Enigma-breaking efforts, led by Turing at Bletchley Park, not only changed the course of...
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The Rise of AI Agents
The AI space continues to evolve rapidly, with one of the most transformative developments being the rise of AI agents. Unlike traditional generative AI tools, which focus on producing content such as text or images in response to user input, AI agents have the capability to act autonomously, learn from their environment, and make decisions...
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Where Will AI Run?
Rising energy costs and infrastructure issues associated with processing large compute models add a critical layer to the debate on running AI locally versus in the cloud. The energy consumption of large-scale AI models, both in training and deployment, has surged, creating significant operational costs and environmental concerns. Data centers, integral to cloud computing, require...
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A New Naval Warfare Paradigm
“A good Navy is not a provocation to war. It is the surest guaranty of peace.” – President Theodore Roosevelt’s State of the Union address, 1902 Just as has happened many times in centuries past, new technologies are upending naval warfare strategies and tactics. The history of naval warfare strategy stretches through centuries of technological innovation,...
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“Empty Bins” and the US Defense Industrial Base
On a recent trip to London, I once again toured the Churchill War Rooms. Hidden beneath the streets of Westminster, the historic underground complex that housed the British government command center throughout the Second World War is a must see. The 1940s were truly a chaotic time in history, yet there was no denying the...
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The New Gold Rush in Mortgage Technology?
Economists anticipate that higher rates might prevail for a longer duration than we expect, with their impact only mitigated by a deterioration in consumer credit, leading to an economic slowdown and a reaction by the Fed – arguably the best of worst-case scenarios. Market dislocations, such as the ones we’re currently witnessing, often give rise...
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Our Investment in Vesta
When I started my career on Wall St trading mortgage-backed securities in the early 2000’s, I learned first-hand how the process of underwriting and originating loans had a major impact on the prices institutions were willing to pay for the collateral, and in turn, the rates which lenders were able to extend to borrowers (better prices, lower yields)....
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Congratulations Blend! (NYSE: BLND)
By: Christian Lawless Congratulations to Nima Ghamsari, Eugene Marinelli, Erin Collard and the entire Blend team on today’s incredible milestone. Blend’s mission is to create seamless customer experiences from application to close, making the process of getting a loan simpler, faster, and safer. Ultimately, the vision is to power one-tap access to all of the...
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Welcome Mike Yu as Conversion’s Newest Investor
I’m pleased to announce that Mike Yu, former product lead at Blend has joined Conversion Capital and will focus on backing entrepreneurs building new businesses in fintech and enterprise software, while exploring his own ideas and building a new company currently in stealth. I first met Mike in 2018, when he co-architected finprint, a secure,...