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Consumer AI
Jul 30, 2025

Big Tech Earnings Preview

Big Tech Earnings Preview

What to Watch as the AI Capex Race Heats Up

Big Picture
Jul 15, 2025

Nvidia Gets The Green Light

Nvidia Gets The Green Light

H20 Chips Head Back To China

Supply Chain Innovations
Jun 13, 2025

There’s A New KPI In Town...

There’s A New KPI In Town...

Daily Active Robots

Big Picture
Jun 11, 2025

What Is Apple Doing?

What Is Apple Doing?

TL;DR - We Miss Steve

Big Picture
Jun 10, 2025

Amazon Invests $20 Billion in Pennsylvania to Boost AI and Cloud Infrastructure

Amazon Invests $20 Billion in Pennsylvania to Boost AI and Cloud Infrastructure

Marking the state’s largest private investment to date.

Nuclear
Jun 3, 2025

Meta’s Multi-Decade Nuclear Deal

Meta’s Multi-Decade Nuclear Deal

Powering the AI Era

Big Picture
May 27, 2025

Are You Overexposed to Apple?

Are You Overexposed to Apple?

Bifurcation In The Magnificent 7

Advanced Air Mobility
May 19, 2025

You Don’t Want To Miss This

You Don’t Want To Miss This

My conversation with Michelle Olson, Managing Partner At Lambert

Big Picture
Apr 29, 2025

The AI Trade Is Still In Play...

The AI Trade Is Still In Play...

The Paradigm Shift Is Real

Big Picture
Apr 10, 2025

Zero-Based Regulatory Budgeting: Genius or a High-Stakes Political Gamble?

Zero-Based Regulatory Budgeting: Genius or a High-Stakes Political Gamble?

The latest in a whirlwind of executive orders aimed at reshaping the energy sector.

Big Picture
Mar 28, 2025

Here's To The Garage Band Builders

Here's To The Garage Band Builders

Today's Innovators

Big Picture
Jan 20, 2025

The Automated + Autonomous Industrial Revolution

The Automated + Autonomous Industrial Revolution

It's Happening

Godspeed

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