Archive - Em Richard

Nvidia: 6 Business Decisions on the Road to $6 Trillion

From a Denny's booth to a bedroom in Toronto: the bets, the buyers and the money behind the most valuable company on Earth.

Oct 11 • Em Richard

September 2026

Palantir and the Misguided Hype Around AI Consulting

Palantir may have found a way to generate software margins from a relationship-led consulting model. That does not make the model repeatable.

Sep 13 • Em Richard

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