Game On for IPOs
The floodgates have opened… interest rates are coming down later this year. The economy is booming, and so will...
The Bleeding Edge
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Understanding the Fifth Wave of Human Innovation
Human history tends to move in waves of innovation... and now, we're entering the next wave.
What This Stodgy Chipmaker’s Surge Says About the AI Boom
This odd situation is a clear indication that the market is realizing that AI infrastructure demand is spreading across...
Beware of the Scammers
This is an ideal environment for scammers looking to defraud normal investors by claiming to offer direct ownership stakes...
Anthropic or Misanthropic
Some might say it was the kind of deal that would only happen when hell freezes over.
Understanding the AI Productivity Boom
It is critical for us to understand that productivity increases are not a zero-sum game, nor are they a...
Robotics Is Following the “Smartphone Playbook”
Just a few years ago, talking to computers felt awkward. But today, it feels routine... Now, the same thing...
The Colonization of Mars
SpaceX needs more space for more manufacturing and launch capabilities to achieve its vision…
AI’s Biggest Bottleneck Is…
For the last two years, the AI story has been dominated by compute. Today, the constraint is different. We...
Control, Don’t Vibe
While many believe that AI is leading to fewer jobs for software programmers, that couldn’t be further from the...