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...
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The Bleeding Edge
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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...
It’s Full Steam Ahead for the Hyperscalers
Investment and expansion in the AI buildout continue to grow and accelerate with the hyperscalers naturally leading the charge.