Today’s frame: What to take away from Cerebras’s “HOT” IPO (CBRS). It’s a big topic touching on a wide range of AI issues I’ve discussed in recent months — both on the Substack and on this podcast — and there are a range of implications for you AI...

Strategy Why stocks can fall for no obvious reason. (morningstar.com) Your choice of language, and graphs, greatly affect how you think about investing. (portfoliocharts.com) Tim Harford, “Betting on the future can protect us from risk, and it can...

Books Michael Easter talks with Leidy Klotz, author of “In a Good Place: How the Spaces Where We Live, Work, and Play Can Help Us Thrive.” (twopct.com) An excerpt from “AI for Good: How Real People Are Using Artificial Intelligence to...

Uber-VC Marc Andreessen famously said “Software is eating the world” almost fifteen years ago. That has and continues to play out. Especially as deterministic software blends with probabilistic ‘AI’ software in this fourth year post-ChatGPT, of the AI...

The frame running through today’s episode: Anthropic’s product and revenue momentum has been building for a while. For most of the last three years, OpenAI was the consensus AI Tech Wave front-runner by every public metric — ChatGPT user counts,...

Fund management Stock market concentration is an issue, but do you know better than the market? (morningstar.com) The active/passive dichotomy is played out. (larryswedroe.substack.com) How mutual funds differ from CITs. (bloomberg.com) Prediction...

Risk and Reward Christine Benz and Ben Johnson talk with Ben Carlson, author of “Risk and Reward: How to Handle Market Volatility and Build Long-Term Wealth.” (morningstar.com) Peter Lazaroff talks with Ben Carlson, author of “Risk...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

As the long-planned US /China meeting kicks off between Xi and Trump, some tech priorities get clearer as we see the list of who was invited to accompany the President on this trip. While Tim Cook and Elon Musk made the cut. Jensen Huang initially seemed...

The frame running through every item today: AI is hunting for its truly mainstream user-interface and user-experience (UI/UX) fit — blending typing, voice, and rich graphical representations into something a mainstream user can actually live in and...