Earlier this week, on my AI Ramblings Daily podcast (ARD-63), I discussed Elon Musk’s ‘annoyance’ lawsuit of choice against Sam Altman, founder/CEO of OpenAI. Yes, the OpenAI that Elon himself was a co-founder of,over a decade+ ago. It’s a four-week...

The frame running through every item today: “AI Infrastructure sees strong incumbent AND startup investments.” The Mag-7 capex story (Take 1) sets the incumbent baseline. But two of today’s three items are about startups — ex-Twitter CEO Parag...

Markets How Treasury rates have risen since the onset of war. (capitalspectator.com) Oil prices are at their highest level since the beginning of the Iran war. (axios.com) How gas prices are moving in response. (sherwood.news) Strategy The economy is not...

Construction “Abundance” co-authors Ezra Klein and Derek Thompson talk with “Why Nothing Works” author Marc Dunkelman about the state of the abundance agenda. (podcasts.apple.com) Construction costs move in one direction:...

As I outlined on AI Ramblings Daily #63 podcast this Monday, four of the Mag 7 big tech companies reported their quarterly results this evening. The markets have been waiting and debating this day with bated breath, with swirling AI expectations...

The frame running through every item today: “AI Infrastructure investment and pricing dynamics remain the main show for this quarter and far more.” Tonight’s Mag 7 reports — Amazon, Meta, Google, Microsoft after the close — are just the latest of many...

View the video of this post here. Charts that don’t need a PhD to understand. Big-picture thinking without the TV drama. Insights you can actually use. Subscribe to our YouTube Channel HERE for signal over noise. The most important charts and themes...

Strategy Why doomsayers are more wrong than not. (awealthofcommonsense.com) Why the promise of emerging markets has fallen short. (morningstar.com) Small traders on Polymarkets are net-net money losers. (bloomberg.com) Companies The audio business needs...

Podcasts Todd Wenning talks money in your 40s with Morgan Housel, author of “The Art of Spending.” (flyoverstocks.com) Frazer Rice talks with Rick Ferri about bringing simplicity back to investing. (youtube.com) An interview with Bill...

I’ve been discussing OpenAI’s ‘Best of times, worst of times’ for years now. As it navigates through one storm after another over its decade plus history. But it looks like that dynaimc keeps intensifying for the company. Despite its continued pole...