Keen On

There is a counter intuitive school of thought - represented by Tyler Cowen, Peter Thiel and Marc Andreessen - which suggests that America, for all its technological innovation, remains trapped by long term economic stagnation. So it’s no coincidence that the Austin based investor, consultant, and writer, Byrne Hobart’s co-authored new book, Boom, comes with enthusiastic blurbs from Cowen, Thiel and Andreessen. If we are to escape our current stagnation, Hobart explained to me when we met in Austin, then we might welcome economic bubbles such as our current AI craze. To get to a boom, he even seems to suggest, borrowing from the ideas of the great economic historian Carlotta Perez, we may even need to celebrate bubbles.Byrne Hobart is an investor, consultant, and writer. He is the author of The Diff, a daily newsletter covering inflection points in finance and technology. He is also a founding partner at Anomaly, a frontier tech investment firm.Named as one of the "100 most connected men" by GQ magazine, Andr