by John Hill | Jun 25, 2026 | Uncategorized
We’re a little over halfway through 2026, and frankly, so far it’s been a weird year. I was thinking about that in the context of this week’s Term Sheet Podcast with Josh Wolfe, Lux Capital cofounder and backer of companies like Anduril, Applied Intuition, Hugging...
by John Hill | Jun 25, 2026 | Uncategorized
JPMorgan Global Research is doubling down on a central thesis for 2026: the surge in AI investment is not only durable, but increasingly profitable. In its midyear outlook, the firm points to a broadening capital expenditure cycle anchoring growth expectations. At the...
by John Hill | Jun 25, 2026 | Uncategorized
Americans throw the best birthday parties. I know. I showed up to one uninvited and never left. I came to this country as a young man with no money and limited knowledge of the language. What I lacked in material substance, I made up for with conviction. I had a...
by John Hill | Jun 25, 2026 | Uncategorized
For months, Kleiner Perkins partner Aditya Naganath had been mulling over his investing thesis that the next wave of AI wasn’t going to be a chatbot—it was going to be software that does the work autonomously, for hours at a time, across thousands of tasks at once....
by John Hill | Jun 25, 2026 | Uncategorized
The luxury sector is weathering crosswinds at the moment: On the one hand, military conflict in the Middle East has sent high-earning consumers scattering from the region and purse strings tightening. On the other hand, the emergence of AI and weight-loss medication...
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