You may have seen the news last week that Accelerant is going private after just a year in the public markets. The acquisition price ($20.25) is slightly below the IPO price ($21), though an improvement over the roughly 50% decline since the IPO. I never got around to writing about Continue Reading
Situationally Aware, Permanent Blind Spot
Many of you probably saw the news last week about the large AI investment firm, Situational Awareness (led by AI wunderkind Leopold Aschenbrenner), that collapsed as a result of the recent pullback in tech stocks. If so, you’ve probably seen some of the analysis regarding why it fell – too Continue Reading