Aug 8, 2025
For the past few years, the AI story has been dominated by the race to build colossal, all-purpose models. Digital equivalents of Swiss Army knives that can handle everything from writing poetry to coding software.
Jul 31, 2025
Wall Street's adoption of crypto is finally happening.First came the ETFs. Then everyone realized stablecoins were transforming money. Next comes the multitrillion-dollar heart of global capitalism: the stock market.
Jul 24, 2025
Three years ago, ChatGPT didn't exist.It now has 800 million weekly users, making it the fastest-growing product in history. But few people realize just how much electricity ChatGPT-and other artificial intelligence (AI) tools like it-consume.
Jun 3, 2025
Legendary investor Peter Lynch said, "The best way to find great investments is to look around and see what's changing in the way people live and work."
Apr 30, 2025
The airwaves and newsfeeds are buzzing with tariffs, tariffs, tariffs. We do need to make more stuff in America. We learned that lesson during COVID.
Apr 15, 2025
"How do you use AI?" That's my new go-to question when meeting contacts.
Mar 17, 2025
For years, dodging Chinese stocks was a no-brainer. Going forward, I'd argue it's a huge mistake.I've spent the past few weeks meeting with investors, hedge fund managers, and analysts who know China inside and out.
Mar 6, 2025
Imagine landing at JFK Airport today in a time machine from 1970.As you step out into 2025, what would surprise you most? Probably the pocket supercomputers everyone carries around.