Information is everywhere, Insight is priceless

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

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.