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The Bigger Picture, Sunday, July 19, 2026 I lauded recently Apple’s continued focus on its chip roadmap under its upcoming transition this September to new CEO John Ternus. And of course Apple’s new #2 Johny Srouji, who steps up to the chief hardware...

AVs When it comes to AVs, humans are still going to human. (financialpost.com) Why trial lawyers are lobbying against AVs. (marginalrevolution.com) Transport Abandoning EVs could mean the end of the American auto industry. (nytimes.com) How the...

Anthropic & OpenAI now up against Kimi K3 from China: Moonshot AI took the world’s open source frontier AI model crown this week with the release of the world’s largest open source, 2.8 trillion parameter frontier class AI model, Kimi K3. China now...

Today’s theme: the many twists and turns ahead in this AI Tech Wave — and they’re coming fast and furious. Three items today — Google, Apple and DoorDash — each with its own unexpected twist, each with my Take, then my Overall Take. Plus a Gadget AI on...

Strategy Stock market volatility clusters. (awealthofcommonsense.com) A look back at the seven sins of active fund management. (larryswedroe.substack.com) IPOs Just how open is the IPO window? (newcomer.co) Weakness in SpaceX ($SPCX) isn’t...

I’ve long discussed how Europe, led by the European Union (EU), has been marching to a different set of tech/AI priorities for its 450+ million residents, and 27 member states (independent countries). And despite concerns across Europe’s business...

Today’s theme: the drumbeats of progress march on — one of my favorite phrases from literature. The day-to-day drumbeat of AI isn’t standing still; it keeps marching, across borders and across companies large and small. Three events make the point — TSMC,...

Prediction markets Kalshi is going to allow bets on drug trials. (theguardian.com) Kalshi is rolling out more features for institutional traders. (semafor.com) Trump’s teleprompter operator reportedly has been betting on Kalshi on speech...

Books Mary Childs talks with Eddie Fishman, author of “Chokepoints: American Power in the Age of Economic Warfare.” (youtube.com) James Pethokoukis talks with Sebastian Mallaby, author of “The Infinity Machine: Demis Hassabis, DeepMind,...