17,000 Credits

WHY RAISE?

And WHY NOT TO RAISE

Oct 24 • 

Peter G Schmidt

1

Data Network Effects vs. the Innovator’s Dilemma

A Paradox in the Current Consensus

Oct 17 • 

Peter G Schmidt

The Bull Case for the University of Cincinnati

Bull & Bearcat Market

Oct 10 • 

Peter G Schmidt

2

3

SOCIAL MEDIA –> ALGO MEDIA –> AI MEDIA

Algorithmic feeds turned social networks into money machines; AI media could make them infinite.

Oct 3 • 

Peter G Schmidt

1

September 2025

WHAT IS GOING ON IN VENTURE 2025?

Part II: The AI Distortion

Sep 25 • 

Peter G Schmidt

WHAT IS GOING ON IN VENTURE 2025?

Part I: The State of Venture Liquidity

Sep 18 • 

Peter G Schmidt

2

1

Electronic Health Records, Administrative Bloat, and the AI Reset

Who is coming to save health systems?

Sep 12 • 

Peter G Schmidt

1

AI + Ads

No Puns In This Title

Sep 4 • 

Peter G Schmidt

2

2

August 2025

R[ai]dio on the Internet

It's a pun!

Aug 28 • 

Peter G Schmidt

2

1

The Next Automation Frontier: Models and Data for the Physical World

Robots, Baby!

Aug 19 • 

Peter G Schmidt

1

July 2025

Do Gross Margins Matter Anymore?

Yes, Duh

Jul 22 • 

Peter G Schmidt

3

May 2025

Why Measuring Job Replacement is a Bad ROI Metric for AI

And why AI is the wrong term in general

May 9 • 

Peter G Schmidt