In the late 1990s, the internet was new, exciting, and full of promise. Investors and entrepreneurs alike raced to stake their claims in the emerging digital frontier. All it took to raise capital was a clever name, a dot com domain, and a pitch deck. Revenue? Optional.

We explore whether banning semiconductor exports to China will really hold them back in the AI race.

Throughout our careers, there is arguably one question we find ourselves fielding more than any other: “Is now a good time to invest?”

Investing is about forecasting the future. The problem is… the future is uncertain. Therefore, it is reasonable to deduce that not only...