James Thomason
@jamesthomason.com
Tech Analyst | Portfolio Manager | Venture Investor | Philosophy of Technology - Not investment advice
Pinned
James Thomason
@jamesthomason.com
· Nov 12
The bubble isn't the bug. It's the feature.
What we call "bubbles" are actually society's option premium on discovery.
The dot-com crash? Two-thirds of companies failed, but Amazon inherited infrastructure dead competitors paid to create.
Is this rational? Nobody knows. That's the point.
What we call "bubbles" are actually society's option premium on discovery.
The dot-com crash? Two-thirds of companies failed, but Amazon inherited infrastructure dead competitors paid to create.
Is this rational? Nobody knows. That's the point.
The bubble isn't the bug. It's the feature.
What we call "bubbles" are actually society's option premium on discovery.
The dot-com crash? Two-thirds of companies failed, but Amazon inherited infrastructure dead competitors paid to create.
Is this rational? Nobody knows. That's the point.
What we call "bubbles" are actually society's option premium on discovery.
The dot-com crash? Two-thirds of companies failed, but Amazon inherited infrastructure dead competitors paid to create.
Is this rational? Nobody knows. That's the point.
November 12, 2025 at 9:35 PM
The bubble isn't the bug. It's the feature.
What we call "bubbles" are actually society's option premium on discovery.
The dot-com crash? Two-thirds of companies failed, but Amazon inherited infrastructure dead competitors paid to create.
Is this rational? Nobody knows. That's the point.
What we call "bubbles" are actually society's option premium on discovery.
The dot-com crash? Two-thirds of companies failed, but Amazon inherited infrastructure dead competitors paid to create.
Is this rational? Nobody knows. That's the point.
Any scenario in which 40 million people are put at risk of starvation, whether by policy, neglect, or deliberate design, constitutes a political crisis with the well-understood potential to destabilize society and provide justification for emergency rule.
www.nytimes.com/2025/10/26/u...
www.nytimes.com/2025/10/26/u...
Food Banks Brace for Overwhelming Demand as SNAP Cutoff Looms
www.nytimes.com
October 27, 2025 at 4:23 PM
Any scenario in which 40 million people are put at risk of starvation, whether by policy, neglect, or deliberate design, constitutes a political crisis with the well-understood potential to destabilize society and provide justification for emergency rule.
www.nytimes.com/2025/10/26/u...
www.nytimes.com/2025/10/26/u...
See, this is a lie and distortion. Starbucks CEO makes $1.5M in salary, or 33x the average employee. He’s got a decent stock package, which is at *risk*.
Starbucks is closing stores and cutting 900 jobs in a restructuring move.
1,100 jobs were slashed earlier this year.
Reminder that Starbucks’ CEO made 6,666x more than the company's median employee in 2024.
This was the widest CEO-to-Worker pay gap in the entire S&P 500.
1,100 jobs were slashed earlier this year.
Reminder that Starbucks’ CEO made 6,666x more than the company's median employee in 2024.
This was the widest CEO-to-Worker pay gap in the entire S&P 500.
September 26, 2025 at 2:10 PM
See, this is a lie and distortion. Starbucks CEO makes $1.5M in salary, or 33x the average employee. He’s got a decent stock package, which is at *risk*.
Deus ex nihilo: Decoherence and the superposition of capital in the OpenAI ecosytem
Read on: jamesthomason.com/deus-ex-nihi...
You just don't understand the beauty and complexity of the system, the sacred geometry of what Sam Altman has manifested in OpenAI...
Read on: jamesthomason.com/deus-ex-nihi...
You just don't understand the beauty and complexity of the system, the sacred geometry of what Sam Altman has manifested in OpenAI...
September 23, 2025 at 4:35 PM
Deus ex nihilo: Decoherence and the superposition of capital in the OpenAI ecosytem
Read on: jamesthomason.com/deus-ex-nihi...
You just don't understand the beauty and complexity of the system, the sacred geometry of what Sam Altman has manifested in OpenAI...
Read on: jamesthomason.com/deus-ex-nihi...
You just don't understand the beauty and complexity of the system, the sacred geometry of what Sam Altman has manifested in OpenAI...
Imagine for a moment if you will, if U.S. economic policy was led by a six-assed turtle. I know, stay with me, this will make sense. You have a creature that craps in every direction simultaneously while wondering why it can never find clean lettuce...
We're having turtle soup
Estimating the impact of the Administration's $100k tax on H1B visas
jamesthomason.com
September 21, 2025 at 6:44 PM
Imagine for a moment if you will, if U.S. economic policy was led by a six-assed turtle. I know, stay with me, this will make sense. You have a creature that craps in every direction simultaneously while wondering why it can never find clean lettuce...
You remember the exact moment Tech betrayed you:
3:47 PM on a Wednesday, when the investors called to explain they were pivoting your company without your consent.
Tech stood there in the conference room, wearing someone else's hoodie, avoiding eye contact…
jamesthomason.com/notes-on-bec...
3:47 PM on a Wednesday, when the investors called to explain they were pivoting your company without your consent.
Tech stood there in the conference room, wearing someone else's hoodie, avoiding eye contact…
jamesthomason.com/notes-on-bec...
Notes on becoming a vampire
Character development was never Silicon Valley's strong suit
jamesthomason.com
September 20, 2025 at 5:02 AM
You remember the exact moment Tech betrayed you:
3:47 PM on a Wednesday, when the investors called to explain they were pivoting your company without your consent.
Tech stood there in the conference room, wearing someone else's hoodie, avoiding eye contact…
jamesthomason.com/notes-on-bec...
3:47 PM on a Wednesday, when the investors called to explain they were pivoting your company without your consent.
Tech stood there in the conference room, wearing someone else's hoodie, avoiding eye contact…
jamesthomason.com/notes-on-bec...
When an old friend checks in to make sure you’re not dead but later you realize they were hoping.
September 16, 2025 at 1:06 PM
When an old friend checks in to make sure you’re not dead but later you realize they were hoping.
Xennial. Too young for Gen X cool. Too old for Millennial optimism. We got the worst of it. Analog childhood. Digital disappointment. Student loans without jobs. Startups without exits. But we remember when software shipped in boxes. That's something. Not valuable. But something.
September 12, 2025 at 5:41 AM
Xennial. Too young for Gen X cool. Too old for Millennial optimism. We got the worst of it. Analog childhood. Digital disappointment. Student loans without jobs. Startups without exits. But we remember when software shipped in boxes. That's something. Not valuable. But something.
At CES, they just declared Autonomy as the most under appreciated tech trend. But they’re wrong.
Autonomy isn’t a trend, it’s THE trend, a long wave of innovation that will unfold over the next 50 years or so.
jamesthomason.com/investing-in...
Autonomy isn’t a trend, it’s THE trend, a long wave of innovation that will unfold over the next 50 years or so.
jamesthomason.com/investing-in...
Investing in the Long Waves
Long waves of technological and economic progress shape modern history. The best investors ride these cycles of creative destruction, reaping exponential rewards by backing innovations early.
jamesthomason.com
January 6, 2025 at 1:26 AM
At CES, they just declared Autonomy as the most under appreciated tech trend. But they’re wrong.
Autonomy isn’t a trend, it’s THE trend, a long wave of innovation that will unfold over the next 50 years or so.
jamesthomason.com/investing-in...
Autonomy isn’t a trend, it’s THE trend, a long wave of innovation that will unfold over the next 50 years or so.
jamesthomason.com/investing-in...