NEWS DISCUSSION OF THE WEEK: OpenAI’s pre-IPO, ‘TechBro’ TBPN podcast ‘Side-Quest’ OpenAI: https://openai.com/index/openai-acquires-tbpn/ AI-RTZ #1037, AI: Reset to Zero AI: OpenAI trims AI Applications down to ‘AGI’ basics. RTZ #1037...

Most of the time it’s both personal and business. Especially as one goes through the details in detail. Between sibling rivals, Anthropic and OpenAI I mean. I’ve discussed in detail how AI Tokens are the ‘Oil’ of the AI Era both here and in China. The...

Summer’s around the corner. If you’re dialing up training on the bike, on the run, or just getting back into it, DSTNC is a curated platform for high-performance gear from top global brands. We’re offering 15% off with code HOWIETOWN15 (some...

Here’s a preview of what we’ll cover this week:  Macro: Physical Oil Is Pricier Than Paper Oil; German Inflation Tells Something; The Housing Trap; UAE Wants To Force Hormuz Open; The Guns & Butter Moment Markets: What’s Up With Markets?; Nvidia...

Strategy Stock market returns can be lumpy. (awealthofcommonsense.com) How the ‘winner’s curse’ works in practice. (humbledollar.com) Roben Farzard talks markets and media with Sam Ro of TKer fame. (youtube.com) Private assets How close...

Also on the site Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Making peace with your inner critic. (abnormalreturns.com) Friction rules the world around us. (abnormalreturns.com) A repudiation of...

The Bigger Picture, Sunday, April 5, 2026 The world wished Apple’s all the best for its fiftieth anniversary this week. Oodles of digital ink on the company’s extraordinary journey over five decades that dented the universe. Our lives are all...

EVs The Trump administration has stranded billions in EV investment. (wsj.com) The Iran War highlights the problem with sidelining EVs. (noahpinion.blog) Battery hype is rampant. On the prospects for a production-ready solid-state battery for EVs....

Microsoft bundles OpenAI & Anthropic into a new Copilot tier: Microsoft is leveraging its unique equity and business partnerships with both OpenAI and Anthropic. They’re bundling both LLM AIs into a new Copilot ‘Critique’ capability that uses one model...

Good morning and happy Passover and Easter to all of you. We’re back with another episode of The Howard Lindzon Show with Michele Steele. We open with a quick health check: turns out my “The Tale of the Finger” was very popular which is a reminder that...