Apr 15, 2026
•
19 min read
Wall Street didn’t see this coming.
Apr 13, 2026
18 min read
It’s not who you think.
Apr 8, 2026
17 min read
Meta already has it.
Apr 6, 2026
20 min read
And the market isn’t ready.
Apr 1, 2026
16 min read
It’s not Tesla or Waymo.
Ideas
Mar 30, 2026
What the market is missing.
Mar 25, 2026
15 min read
This could control everything.
Mar 23, 2026
It’s not the GPUs.
Mar 18, 2026
14 min read
8 years later, he’s back with AI.
Mar 16, 2026
The trade no one is watching.
Mar 11, 2026
And barely spent a dollar.
Mar 9, 2026
24 min read
Demand is exploding.
Mar 5, 2026
Washington vs Big Tech.
Mar 2, 2026
21 min read
The AI king just lost $400B in days.
Feb 25, 2026
Intelligence is the target.
Feb 23, 2026
AI is picking its champion.
Feb 18, 2026
A bidding war followed.
Feb 16, 2026
Why banks should be terrified.
Feb 11, 2026
The power gap is closing.
Feb 9, 2026
The future depends on this.
Feb 4, 2026
Power beats brains this cycle.
Feb 2, 2026
Musk is done playing the car game.
Jan 28, 2026
Their AI secret is finally out.
