What Is Holding Anthropic and OpenAI Back From Taking Over the World?
by: Elliot EizikPublished on: 06/10/2026Anthropic and OpenAI aren't in a bubble. They're supply-constrained. The real question: what happens when compute, power, and data centers stop being the bottleneck? One company can offer them all three resources and eliminate their constraint.
Investment Thesis
Base Power Company: Revolutionizing the Electric Grid
by: Elliot EizikPublished on: 05/23/2024Base Power is transforming the electric grid with residential batteries, clean energy, and smart software.
Research
Maximizing Returns, Minimizing Fees: The Case for a Fairer Investment Fee Model
by: Elliot EizikPublished on: 12/08/2023Rethinking traditional 2/20 investment fees. Discover how profit-sharing with a hurdle rate better aligns investor and manager success.
Research
Executive Summary of Amprius Technology
by: Elliot EizikPublished on: 10/05/2022Explore cutting-edge insights on tech, AI, Bitcoin, energy, and innovation. From decentralization to battery breakthroughs, this blog challenges old models and uncovers ideas shaping the future of business and finance.
Executive Summary
