Cohere scenarios
Cohere's search for a competitive advantage in an intensely competitive field.
9 min read
Latest posts (Page 4)
Cohere and AI polemics
A semi-deep dive into AI and one of the most buzzy startups in Canada, Cohere. Featuring John Ruffolo.
4 min read
Tech/VC
paid
Andrew Wilkinson: Tall tales of the Tiny tycoon
An empire builder and weaver of webs. A "self-made" "billionaire". We add some context to his book Never Enough and address his net worth.
12 min read
Montreal's Bellini family is buying Manhattan commercial Real Estate
Some opportunistic commercial real estate investing.
1 min read
Wes Hall, the Canadian Meghan Markle
An update on Wes Hall. Is he the Canadian Nelson Mandela or the Canadian Meghan Markle?
5 min read
Ninepoint and Third Eye gate their fund...again
Stuck in the middle with Third Eye's half-seeing king.
9 min read
Tech/VC
paid
Allen Lau, an emerging Innovation Messiah
Venture Capitalist Allen Lau, a John Ruffolo sidekick at the Circle Jerk of Canadian Innovators, wants to be a thought leader.
5 min read
Moses Znaimer is making moves backed by Prem Watsa
Moses Znaimer has cornered the market for hyper local content in Canada.
3 min read
Jeff Banfield retires again
Jeff Banfield has graciously acceded to my demands and retired from the hedge fund industry. This is an appreciation.
5 min read
Som Seif's Driven is in a state of flux
A $200m acquisition seems to be a shell of its former self.
2 min read
Money Managers
paid
Som Seif and Purpose Investments
Deep investigative work reveals that Som Seif launched Purpose Investments to make as much money as he possibly can.
7 min read