THE CAUTIONARY
Challenging conventional wisdom.
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Most failures are predictable and not due to random negative events
Hint: It's not page views or likes
SpaceX continues to impress
The first in a series
If you commit fraud, don't get caught
Some punishments are worse than prison
The answer is yes, mostly.
HP bought Autonomy, then the shouting started
Could mighty JP Morgan really be a victim?
It taught me why FTX collapsed
But it must be good
Hint: It's not a Tesla
AI does not scale like a software business, or a hit song
Precisely speaking, it was a lie
Big AI may be repeating historical mistakes
