Economy & Markets
AI Will Make It More Difficult to Pick Stocks
The biggest alpha was always finding what the market missed. When everyone has the same AI analyst, nothing is missed — and everything moves together.
Artificial Intelligence
The AI Alliance Wars
The AI war is no longer model vs model. It is $25B + $100B cloud vs $1B/year iPhone brain vs non-exclusive Azure vs solo closed personal superintelligence.
Personal
Countries With Low Fertility Rates Need Better Maternal Leave, Not Bribe People to Go on Dates or Get Married
South Korea tried paying people to date. It did not work. The fertility math shows why the fix is cheaper childbearing, not forced matchmaking.
Technology
iPhone Duo and XR Starts Now
Apple just launched its first foldable. And it proves the phone era is over.
Geopolitics & Defence
What an Alice Weidel Win Means for German Defense
We assume a populist shift away from foreign interventions will naturally destroy the revenue of defense contractors. The reality is that political isolationism redirects billions of dollars strictly toward rebuilding the domestic military base.
Economy & Markets
The Future of Apparel Is Printed, Personalized and Customizable
Fast fashion made 10,000 identical shirts. The future makes one shirt that is only yours. Anker's new eufyMake fabric printer is the proof.
Robotics
Robots As A Service (RaaS)
We used to buy robots like tractors. Big CAPEX check, pray it does not break. The new future is OPEX. Subscribe to robots, pay per pick, scale on demand. This is Robots as a Service.
Robotics
The Future of US Manufacturing and Tech: OPEX vs CAPEX
America lost manufacturing because we made it a CAPEX game only giants could play. The comeback will be OPEX — subscribe to robots, lease AI, scale on demand. That's how we become a manufacturing superpower again.
Geopolitics & Defence
Ethan Thornton and The Next Generation of American Innovators
He dropped out of MIT at 19 to build weapons in a garage. At 21, he had a US Army contract. Ethan Thornton isn't an outlier — he's the prototype for the next generation of American innovators.
Economy & Markets
We Won't Grow Our Way Out of $40 Trillion In Debt With Better Models. We Need Better Adoption.
Washington thinks AI will let us grow our way out of $40 trillion in debt. The math says otherwise: interest is now growing faster than GDP. And Silicon Valley is solving the wrong problem.
Technology
Meta Should Launch Cloud Photos. Apple and Google Already Proved Why.
Apple and Google cracked the code: storage is the Trojan horse to sell AI. Meta is about to make the same move with Meta One, but they're selling the wrong horse. They should be selling Meta Cloud Photos.
Economy & Markets
The AI Bubble Will Continue Until The Cash Runs Out. And Right Now, Google and Meta Are Still Printing It.
The AI bubble has a simple fuel: Google and Meta printing cash and pouring 100% of it into capex. Market hates them for it. Market loves Nvidia, Micron and SK Hynix for it. That divorce can't last.