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Shadows Beneath the AI Boom AI is reshaping the global economy, with projections estimating a market exceeding $1 trillion by 2030, fueling upgrades from data centers to edge computing. Yet, this surge rests on a profoundly globalized supply chain, now laid bare by geopolitical tensions and regulatory barriers. As 2025 unfolds—with Taiwan's energy transitions accelerating, U.S. export controls tightening, and European energy rules taking hold—AI infrastructure confronts syste

Reverse leveraged buyouts (RLBOs)—IPO exits of companies that were previously taken private in LBOs—tend to deliver solid long-run performance, especially when backed by experienced sponsors, improved operationally over multi-year holds, and when IPO proceeds reduce debt. Those same levers—operator discipline, balance-sheet hygiene, sponsor quality, and timing—map surprisingly well to how startups and early-stage funds should think about building toward resilient, liquid outc

How to use a simple thinking framework to research a company? "Life is like a snowball. The most important thing is finding wet snow and a really long hill." — Buffett The key to investing is to find a company that fits the "long hill, thick snow" standard. Thick snow = strong, durable profitability. Long slope = the ability to grow and compound for many years. First, is its ability to make money strong? (Thick snow) Second, can it continue to make money like this for a long