Information is everywhere, Insight is priceless

Bitcoin had one job. It's failing. AI is here in all its hype and glory,  triggering nationalism and trade wars. It. Is generating a hell of a lot of revenue and epic stock prices , but not a lot of ROI on AI investment. Build-out costs are soaring and the sector’s circular financing  is nothing if not interesting. There is naturally a wall of talk about an AI bubble… but not yet. Buried in the chatter, though, is the long, quiet slide of crypto the precise moment it should h

It might be a small world after all... The most glaring feature of the post-World War II order was the free flow of money and capital across the borders of the free world increased both production and consumption to pull more people out of poverty than during human history. When the USSR collapsed, the experiment was scaled to the entire planet. By the turn of the century, communication was so open that I once got an email from London at may desk in Memphis faster than one co

One hundred minutes doesn’t seem like a lot of time for the two largest economies - both of who are trying to rewire the economic order – to spend together hashing out a deal.

Sam Altman, Mel Brooks and Comic Timing The number that stuck in my head the other week while chewing on massive OpenAI mega-deal with AMD  - or any of the other OpenAI + Insert Tech Giant Here  deal – was an almost quaint $13 billion. Not the $78bn in AMD’s MI450 chips, or the warrants on 160 million AMD shares that OpenAI is getting in return (roughly 10% of the company). It isn’t even the 40% pop in share price for the chipmaker. If all goes according to hype, AMD’s stock

China doesn't need to bankrupt Nvidia, only to burst the perception of unlimited growth.

DeepSeek isn't a tech crash, but a boom.

The AI Safety Summit this week is a good idea, but an workable AI solution requires knowing what the problem is.