I have written on various aspects of artificial intelligence for the last two weeks. My intention was to move on to do some ...
It is a distinctly American trait to create environments where entrepreneurs thrive, hard work leads to a better life, and a ...
I feel like I’ve stepped into the future, or onto a Sci-Fi movie set. Today is my third day in China, where I’m on a tour of ...
Gemini tells me that the US is on pace to invest $6.7 trillion in data centers by 2030, with $5.2 trillion being AI-specific ...
We’re smack-dab in the middle of the most important week of third-quarter earnings reporting. Over one third of S&P 500 ...
When a Credit Default Swap Isn’t about Credit Just this last week we saw Broadcom's $63 billion Anthropic financing vehicle, Meta's $95 billion stock sale, neoclouds still shut out of credit, SK Hynix ...
For the last two years, I have been writing about the promise of Artificial Intelligence, noting the extraordinary, unbelievable, galactic-sized capital investments needed to move this new technology ...
We are buried beneath the weight of information, which is being confused with knowledge; quantity is being confused with abundance and wealth with happiness. - Tom Waits Interview "All Songs ...
This week could mark something that hasn’t happened to me in years—I may end up selling my shares of AbbVie (ABBV) at a price below the market value. It’s all going to depend on if the share price ...
"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." Imagine the implications. AI and robotics could dramatically increase the supply of goods ...
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