Cohere scenarios
Cohere's search for a competitive advantage in an intensely competitive field.
9 min read
Tech/VC
24 postsCohere 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
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
Tech/VC
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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
Private Debt Funds
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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
John Ruffolo update
A brief update on John Ruffolo’s Maverix Private Equity, focusing on some staff turnover.
3 min read
PWL: Tobi Lütke’s advisor is a renegade indexing evangelist
Cameron Passmore is a "rock-star" passive investor who doesn't practice your grandpa's indexing strategy.
9 min read
Constellation Software copycat valued at over US $1B
Billion dollar software consolidator founded only in 2015.
1 min read
Mark McQueen: What's he angling for this time?
Selected polemical discursions on Mark McQueen, the innovation sector lender, humanitarian and thought leader.
8 min read
Mark McQueen - Resumption of hostilities
I am launching some targeted ad hominem attacks on Mark McQueen.
5 min read
Mark McQueen - opening salvo
Background notes on the founder of Wellington Financial and former top honcho of CIBC Innovation Banking.
5 min read