Hump Day

Hump Day The monumental AI trade could be reaching the height of its speculation. For the past several years, Wall Street and venture capital alike have poured billions into anything related to AI, driving valuations to astronomical heights based largely on promises, projections, and FOMO (fear of missing out). Evidence that we have reached a […]
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Tale of Two Markets

Tale of Two Markets It is the best of times for a handful of mega-cap tech giants, but for the average stock on Wall Street, it is decidedly the worst of times. It seems almost impossible, but as of the close on October 8, the S&P 500 is a mere 0.7% below it’s all time […]
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AI Guardrails: Essential Safeguard or Competitive Moat?

AI Guardrails: Essential Safeguard or Competitive Moat? The debate over AI guardrails is often framed as a simple choice: protect society through regulation or prioritize rapid innovation. Within this debate is the core tension of whether rules designed to ensure safety will inadvertently entrench the dominance of tech giants. The challenge for policymakers is to […]
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Is AI Spending Translating Into Profits for Companies?

Is AI Spending Translating Into Profits for Companies? Yes, but not everywhere, and certainly not equally. There is a tendency with every major technological cycle to gravitate toward one of two extremes. Either the technology is going to change everything immediately, or the enormous amount of spending proves we are in a bubble. I don’t […]
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Data Center Deficit: The Political Crisis Quietly Threatening AI

Data Center Deficit: The Political Crisis Quietly Threatening AI While investors fret over a potential financial bubble driven by soaring tech valuations and massive infrastructure spending, the true vulnerability of the artificial intelligence boom lies in the physical world. The critical bottleneck is not a lack of commercial demand or technological utility, but rather the […]
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SpaceX: Patience is a Virtue

SpaceX: Patience is a Virtue Investing in SpaceX at its current market price presents a high-stakes trade-off between securing a piece of what could become a generational technology platform and paying an unprecedented valuation premium. Is this the deal of the century, or is it mass speculation? The company is certainly on the leading edge […]
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Could AI be Hitting a Wall?

Could AI Be Hitting a Wall? AI development and usage are growing with lightning speed, but the cost of producing AI is beginning to bump up against customers’ willingness to spend. AI leadership has migrated over the last few years as hyperscalers (Microsoft, Google, OpenAI, etc.) have released new AI models. In a nascent but […]
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