Technology
The market is panic selling SaaS stocks because "software is free." They are wrong. AI lowers the cost of coding, which expands margins. The new bottleneck isn't building the product; it's getting anyone to care.
Agriculture
Potatoes have been "clones" for thousands of years. David Friedberg just turned them into "software." Ohalo isn't just a startup; it's the end of the agricultural stone age.
Artificial Intelligence
We used to search for content. Soon, content will find us. Or rather, it will be created for us. From SunoAI to Endel, we are moving from a world of "Discovery" to a world of "Contextual Generation."
Artificial Intelligence
Wall Street just told Big Tech to stop spending. The "AI Hangover" is here. Amazon and Microsoft are being punished, but Meta is surviving because Zuckerberg owns the one thing investors can't argue with: Control.
OpenAI
OpenAI and Google aren't building video generators to compete with Hollywood. They are building them because "Viral Content" is the cheapest Customer Acquisition Cost in history.
Artificial Intelligence
ChatGPT is smart, but it doesn't know you. Apple and Google own your keystrokes, your location, and your memories. They are building the "Digital Twin" that will make every other AI look like a toy.
Shopify
We talk about AI replacing writers. But the real disruption is coming for the "Purchaser." Agentic Commerce will connect the demand signal directly to the factory floor, removing the human bottleneck in the middle.
Artificial General Intelligence
History says the Dollar is doomed because every empire eventually collapses under debt. But history didn't account for AGI. If the US wins the intelligence race, the cycle of reserve currencies ends here.
Artificial Intelligence
We are all CEOs of "The Enterprise of You," but we usually run our lives like a chaotic startup with no oversight. I asked an AI to be my Board of Directors. The results were brutal and brilliant.
Artificial Intelligence
We stopped going to the Moon because we couldn't afford it. AI and Robotics create the "Economic Surplus" we need to finally afford the stars.
Apple
The iPhone upgrade cycle has stalled. But a new "Local AI" boom is driving massive sales of Mac Studios. This is the bridge to the real super-cycle: when Gemini forces everyone to buy an iPhone 17.
Artificial Intelligence
We are buying $50 nootropics to fix sleep ruined by $0 habits. In a culture obsessed with "optimization," we have forgotten that the biggest gains come from the boring basics, not the expensive margins.