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How to Invest in AI
A field guide for a moving target
Apr 16
•
Fabian Hediger
168
6
1
Love Missile, No Shield
NATO: What happens to Europe if the American backstop starts to disappear?
Apr 8
•
Fabian Hediger
164
4
1
Hormuz - The 21-Mile Chokepoint
Why oil, gas, helium, chips and Europe’s energy reality all run through one narrow stretch of water.
Apr 1
•
Fabian Hediger
63
1
Most Popular
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The Claude Crash Wasn’t About Claude
Feb 12
•
Fabian Hediger
22
1
The Citrini Scare Trade — the Real Lesson Behind It
Mar 12
•
Fabian Hediger
132
4
Love Missile, No Shield
Apr 8
•
Fabian Hediger
164
4
1
Understanding Risk in Venture Capital
Feb 19
•
Fabian Hediger
72
1
1
Has MIT Opened Pandora’s Box on AI Being a Bubble?
Sep 4, 2025
•
Fabian Hediger
and
Andy
41
2
The “AI Bubble” Narrative Is Over
Feb 26
•
Fabian Hediger
77
1
3
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The AI App Land Grab
Why the battle has moved from frontier models to workflows, and why the window for disruption is unusually wide open
Mar 26
•
Fabian Hediger
63
The State of AI Right Now
Users Moved First. The Models Are Ready. Most Companies Aren’t.
Mar 19
•
Fabian Hediger
40
3
The Citrini Scare Trade — the Real Lesson Behind It
A calm audit of what was said, who said it, how the press reacted — and what’s worth taking seriously.
Mar 12
•
Fabian Hediger
132
4
Incumbents Kill Startups. Sometimes.
A real-world playbook of copying, bundling, buying — and the patterns that decide who dies, who pivots, and who exits.
Mar 5
•
Fabian Hediger
28
The “AI Bubble” Narrative Is Over
AI is becoming infrastructure — and the build-out is repricing everything. Including your job.
Feb 26
•
Fabian Hediger
77
1
3
Understanding Risk in Venture Capital
A practical note on uncertainty, illiquidity, and asymmetric outcomes.
Feb 19
•
Fabian Hediger
72
1
1
The Claude Crash Wasn’t About Claude
AI Agent III - The week the future got repriced
Feb 12
•
Fabian Hediger
22
1
When AI Meets the Financial System
AI Agents II — Why understanding the system matters before predicting the outcome
Jan 29
•
Fabian Hediger
48
2
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