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The AI Race is Creating New Empires
Sam Altman is sitting in a courtroom waiting to defend OpenAI’s future. Meanwhile, reports recently surfaced that the company has...
Chart of the Week: Big Tech Isn’t as Big as You Think
How big is too big? As of last month, the Magnificent Seven stocks (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and...
Apple’s Best AI Bet Might Be As an Intelligence Concierge
Most people see Siri as Apple’s AI weakness. I’m one of them. I’ve written before about how I usually use...
AI Is Starting to Design the Machines That Will Replace It
Last week, I wrote about how AI is rewriting the semiconductor market. The numbers involved are shockingly large. McKinsey says...
Nvidia’s CEO Is Trying to Shorten His Own Quantum Timeline
Just one year ago, I wrote that Jensen Huang might have to eat his words. At the time, Nvidia’s CEO...
AI Just Broke the Old Computing Model
The entire foundation of computing is coming apart. But there’s no need to panic. Because it’s happened before. In the...
Meta’s $135B Bet on AI Is Starting to Pay Off
“People don’t care about what you say, they care about what you build.” That line is widely attributed to an...
AI Is Starting to Act on Its Own
Over the past two weeks, unusual things have been happening at one of the most important companies in artificial intelligence....
Chart of the Week: The $1.3T Private Credit Market Is Starting to Crack
Private credit has been one of the fastest-growing corners of finance over the past decade plus. It surged after the...
Is Everyone Underrating Grok? – Banyan Hill Publishing
G’daye Kingy. You never mention Grok in any dispatch and it is much better than both OpenAI and Anthropic! Is...
AI Just Started Improving Itself
For more than 25 years, Ray Kurzweil has been saying that artificial general intelligence (AGI) would arrive by 2029. I...
The Real Reason Behind Musk’s New $25 Billion Factory
Next week, Elon Musk is scheduled to flip the switch on a $25 billion factory just outside of Austin, TX....
