Prediction markets Another war, another likely case of insider trading. (theblock.co) Polymarket is all in on Iran-related markets. (coindesk.com) Netflix Netflix ($NFLX) is cashing a $2.8 billion consolation prize. (wsj.com) The best way to win a bidding...

Summary In this episode, Michael Parekh discusses the latest developments in AI, including Nvidia’s stellar quarter, OpenAI’s funding race, regulatory challenges, and the future of satellite internet with SpaceX and Apple. He provides insights into...

Here’s a preview of what we’ll cover this week:  Macro: How’s The Economy? Markets: The AI Apocalypse Trade; Morningstar: The AI Fear Is Wrong Here; Nvidia And Datacenters; Druckenmiller Is Non-consensus; The Two Most Important Charts Lumida...

Happy Sunday… Before I get started…I was supposed to be in Israel this coming week with 33 friends (many non-jewish and visiting for the first time), but we cancelled last week. As of yesterday, all flights would have been cancelled anyway. As for why…...

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The Bigger Picture, Sunday, March 1, 2026 This week’s AI news gave me reason to bring up one of the most unexpected charts (from last year), from an unexpected source, I’ve seen in my career as a tech analyst. Across over three decades of tech waves up...

AVs Wayve just raised a $1.2 billion funding round. (techcrunch.com) Waymo now operates in 10 cities and is planning further expansion. (axios.com) What’s going on with Tesla’s ($TSLA) robotaxi efforts? (sherwood.news) Why Uber ($UBER) bought...

Nvidia Earnings Reign Again: Nvidia logged another strong quarter, capping Q4 and F2026 with expectations beating prior results. All key metrics, revenues, EPS, margins beat consensus and guidance expectations. The stock sold off on the news, with...

Good afternoon… Venture capitalist Thomasz Tunguz had a good post today explaining that ‘the game on the field has changed’. The gist… Five years ago, $100K ARR per employee was standard for SaaS startups.4 Today, AI-native companies like Cursor &...

ETFs Trading costs matter, even for indexed ETFs. (wsj.com) Why you shouldn’t put illiquid assets into an ETF, the case of the ERShares Private-Public Crossover ETF ($XOVR). (morningstar.com) Warner Bros. There’s little argument that...