17,000 Credits

What We Can Learn from the Fiddle

What Makes Us Weird Makes Us Great

Dec 18, 2025 • Peter G Schmidt

5

October 2025

WHY RAISE?

And WHY NOT TO RAISE

Oct 24, 2025 • Peter G Schmidt

3

Data Network Effects vs. the Innovator’s Dilemma

A Paradox in the Current Consensus

Oct 17, 2025 • Peter G Schmidt

The Bull Case for the University of Cincinnati

Bull & Bearcat Market

Oct 10, 2025 • 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, 2025 • Peter G Schmidt

1

September 2025

WHAT IS GOING ON IN VENTURE 2025?

Part II: The AI Distortion

Sep 25, 2025 • Peter G Schmidt

WHAT IS GOING ON IN VENTURE 2025?

Part I: The State of Venture Liquidity

Sep 18, 2025 • Peter G Schmidt

2

1

Electronic Health Records, Administrative Bloat, and the AI Reset

Who is coming to save health systems?

Sep 12, 2025 • Peter G Schmidt

1

AI + Ads

No Puns In This Title

Sep 4, 2025 • Peter G Schmidt

2

2

1

August 2025

R[ai]dio on the Internet

It's a pun!

Aug 28, 2025 • Peter G Schmidt

2

1

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

Robots, Baby!

Aug 19, 2025 • Peter G Schmidt

1

July 2025

Do Gross Margins Matter Anymore?

Yes, Duh

Jul 22, 2025 • Peter G Schmidt

4