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41554 blogs · [ { "id": "01a0878a-ad54-7046-a9ae-bc5df1edc232", "title": "Paradox lost", "url": "https://jamesthomason.com/paradox-lost/", "published_at": "2026-08-10T20:38:49+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df289ddf7", "title": "Open models, closed fist", "url": "https://jamesthomason.com/open-models-closed-fist/", "published_at": "2026-07-30T05:10:52+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df2f45770", "title": "The value chain cascade", "url": "https://jamesthomason.com/the-value-chain-cascade/", "published_at": "2026-07-20T16:03:16+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df2f5de4c", "title": "It's shovels all the way down", "url": "https://jamesthomason.com/its-shovels-all-the-way-down/", "published_at": "2026-07-15T06:50:00+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df329d8d5", "title": "Google, a $100B SpaceX shareholder, suddenly needs $11B of SpaceX compute before IPO", "url": "https://jamesthomason.com/google-a-100b-spacex-shareholder-suddenly-needs-11b-of-spacex-compute-before-ipo/", "published_at": "2026-06-07T22:02:42+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df39b6349", "title": "Boxabl folding home SPAC is an unfolding disaster", "url": "https://jamesthomason.com/boxabl-folding-home-spac-unfolding-disaster/", "published_at": "2026-05-29T23:17:46+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df43d804b", "title": "Nasdaq drains 401ks into SpaceX, Anthropic, OpenAI IPOs", "url": "https://jamesthomason.com/nasdaq-drains-401ks-into-spacex-anthropic-openai-ipos/", "published_at": "2026-05-22T20:28:05+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df4ee1360", "title": "SpaceX's IPO Bagship carries full payload of Elon's mistakes", "url": "https://jamesthomason.com/spacex-ipo-bagship-carries-full-payload-of-elons-mistakes/", "published_at": "2026-05-21T08:00:00+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df55149bc", "title": "Where bad ideas go to fly", "url": "https://jamesthomason.com/spacex-orbital-ai-data-centers/", "published_at": "2026-03-31T16:52:59+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df5899679", "title": "Narratives pick the KPI, and the KPI picks the losers", "url": "https://jamesthomason.com/narratives-pick-the-kpi-and-the-kpi-picks-the-losers/", "published_at": "2025-12-30T19:35:23+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df62b5af0", "title": "The pricing game versus the valuation game", "url": "https://jamesthomason.com/the-pricing-game-versus-the-valuation-game/", "published_at": "2025-12-04T22:36:44+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df6af04bf", "title": "Too many winners, not enough market", "url": "https://jamesthomason.com/too-many-winners-not-enough-market/", "published_at": "2025-11-20T23:34:33+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df76d86e4", "title": "The option premium view of bubbles", "url": "https://jamesthomason.com/the-option-premium-view-of-bubbles/", "published_at": "2025-11-12T20:31:03+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df7bae938", "title": "Moore or less the bottleneck", "url": "https://jamesthomason.com/moore-or-less-the-bottleneck/", "published_at": "2025-10-23T06:48:36+00:00" }, { "id": "01a0878a-ad54-7046-a9ae-bc5df7f9d128", "title": "The AI utility trap", "url": "https://jamesthomason.com/the-ai-utility-trap/", "published_at": "2025-09-29T09:35:03+00:00" } ] posts Claim your blog
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jamesthomason.com

jamesthomason.com

2026

Paradox lostoriginal ↗
10 Aug 2026
Open models, closed fistoriginal ↗
30 Jul 2026
The value chain cascadeoriginal ↗
20 Jul 2026
It's shovels all the way downoriginal ↗
15 Jul 2026
Google, a $100B SpaceX shareholder, suddenly needs $11B of SpaceX compute before IPOoriginal ↗
7 Jun 2026
Boxabl folding home SPAC is an unfolding disasteroriginal ↗
29 May 2026
Nasdaq drains 401ks into SpaceX, Anthropic, OpenAI IPOsoriginal ↗
22 May 2026
SpaceX's IPO Bagship carries full payload of Elon's mistakesoriginal ↗
21 May 2026
Where bad ideas go to flyoriginal ↗
31 Mar 2026

2025

Narratives pick the KPI, and the KPI picks the losersoriginal ↗
30 Dec 2025
The pricing game versus the valuation gameoriginal ↗
4 Dec 2025
Too many winners, not enough marketoriginal ↗
20 Nov 2025
The option premium view of bubblesoriginal ↗
12 Nov 2025
Moore or less the bottleneckoriginal ↗
23 Oct 2025
The AI utility traporiginal ↗
29 Sept 2025