The Next Great Leap in Automation
The fundamental relationship between man and machine has remained largely unchanged… Humans gave machines instructions, and the machines followed...
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Lending Without the Middlemen
Tomorrow’s loans won’t be written by the banks of today. The deposits will flow to where the yield is....
Hasta la Vista, Figure 02
Figure AI had a problem to solve. It couldn’t decide how to decommission its previous generation of Figure 02...
AMD’s $8.2 Billion Acquisition
Advanced Micro Devices (AMD) just announced a stunning deal to acquire privately held World Labs for $8.2 billion.
Bitcoin Will Hit $251,000
Most Bitcoin price projections are entertaining, but unhelpful. So, I made my own.
Turning on the Spigot
Any sort of uptick in liquidity over the next year or two is the multiplier we didn’t see last...
Your Next Loan Won’t Come From a Bank
The spread between what borrowers pay and what depositors earn no longer needs to fund a high-rise in Manhattan.
The Agentic Bank Run
If Apollo is right, a bank run is coming. But it won’t be the panicked, lines-around-the-block variety...
The ‘Death’ of a Robot
This is just a tinge of what we’ll be grappling with as the humanoids become more intelligent and more...
The Market’s Winter Solstice
The index never felt the cold. The market underneath took all of it.
Bonds Call BS on Inflation
The bond market quickly caught on that the PCE numbers could’ve been fudged...
The D-Day for Critical Metals Gets an Extension
That deadline still looms large, and if China says yes to those export controls, metals supply in America and...
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