Oct 9, 2026
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3 min read
How private credit works, how it grew, and what the AI buildout changes.
Oct 2, 2026
What 6 datasets say about AI and jobs.
Sep 25, 2026
We can see AI ROI everywhere except the productivity numbers. Why?
Sep 18, 2026
2 min read
We examine how open and closed model makers compete, the strategies behind each approach, and where the profits accrue.
Sep 8, 2026
AI’s appetite for specialized chips, power, and speed created an opening for a new kind of cloud. Learn with me below...
Aug 28, 2026
California is the 5th largest economy in the world, but 43% of its own residents say the budget is a "big problem." So let’s take a closer look at the budget...
Aug 14, 2026
AI capex hit $765B in 2026, passing oil and gas for the first time. The resource powering AI is getting its first futures contract. Here is what has to be true for it to work...
Aug 6, 2026
In 2025, two drugs earned more than double the combined revenue of OpenAI and Anthropic and reached under 2% of the people who qualify. This is a deep dive on the biology, the economics, and where...
Jul 31, 2026
Autonomous driving reached commercial scale in 2025. The robotaxi market alone is valued at over $11 trillion. But the bigger story is what happens to the industries built around human drivers...
Jul 22, 2026
Cyberwarfare lets a small number of operators threaten systems that took decades and billions to build. The next question is how that balance changes when AI can run most of an attack at...
