I am curious about merging my expereince in software, AI, finance, and sales into cohesive theses about the future of business. Whether in general terms or in individual stocks. I also manage a company by the name of HotelItinerary.com .
As of February 3rd, 2025 my goal is to assess various companies risk of AI replacement on a metric that is yet to be decided. I will be going over business models, strategy, go to market, and assessing financial statements to try and understand if AI is a threat to the company's own revenue.
I will also write about developing this blog itself, including common problems I face and why I made certain decisions.