James Thomason
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jamesthomason.com
James Thomason
@jamesthomason.com
Tech Analyst | Portfolio Manager | Venture Investor | Philosophy of Technology - Not investment advice
Or hey, what if we simply outlawed insurance and had a market for healthcare services?
December 25, 2025 at 1:31 AM
No we’re prioritizing Jesus cults and unconstitutional internment camps. Safety first.
December 22, 2025 at 5:04 AM
Read the full article: jamesthomason.com/the-option-p...
The option premium view of bubbles
Why we need our speculative manias.
jamesthomason.com
November 12, 2025 at 9:36 PM
It’s the latter, but the price compression has to do with rapid commoditization rather than willingness to pay.
October 1, 2025 at 3:35 AM
There’s more going on here, it’s something we’ve seen in previous cycles. I call it the “utility trap”.

jamesthomason.com/the-ai-utili...
The AI utility trap
Rapid AI commoditization could be outpacing traditional value capture mechanisms
jamesthomason.com
September 29, 2025 at 9:51 PM
Hey, it’s the first time I think I ever agreed with you. Hell has frozen 😂
September 27, 2025 at 12:37 PM
See, this is a lie and distortion, but no one ever fact checks you I guess. Starbucks CEO makes $1.5M per year, or about 45x the average employee.

You’re talking about stock. You can’t eat stock. He’s at *risk* in stock. So it’s *incentive* for all shareholders.
September 26, 2025 at 1:57 PM
I never see you complain about how much professional athletes make. Why? 🤔
September 26, 2025 at 1:50 PM
100%
April 5, 2025 at 5:03 AM