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Anduril’s Arsenal
This is a landmark deal and the most significant initiative in shipbuilding and defense technology since World War II.
Google’s Nuclear Deal Reveals the Scale of AI’s Power Problem
Google’s recent agreement reveals the scale of the AI power shortage and why supplying power is such an important...
Cybercabs in Austin
There is something very special happening right now. A bloom of autonomous driving, and Austin is the epicenter.
Suddenly, the Pond is Covered
It’s a good way to visualize how big, consequential changes can sneak up on you.
The Next Target of “Project Vault”
There’s one metal named in the procurement rules that hasn’t seen a major deal…yet.
Bessent Finds His Buyer
Fortunately for Bessent, there’s one group of buyers with a voracious appetite for short-term U.S. debt.
Market Lows Are Rarely Clean
Stocks were climbing out of bear territory, but then the bond market spoke up.
The Most Valuable Building on Earth
These factories will cost billions before even a single working chip is produced…
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“It's hard to get good information about the tech space unless you're an insider. I wouldn't know anything about where technology was headed without your input.”
“I started with Jeff’s service from the beginning. I’ve invested in several, but he’s ‘exponentially’ better than the rest — light years ahead!”
“Been a loyal subscriber for some time now and greatly admire and appreciate the work you do to bring us readers such quality recommendations.”
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