Here’s a preview of what we’ll cover this week: Macro: Employment, Private Credit, Data Centers, Left Tail vs. Right Tail Market: IPO season, Google in TPU, Biotech AI: Nvidia in Cloud Computing Lumida Featured in Unchained Lumida’s CEO, Ram Ahluwalia,...

This week, golf influencers took to Meta for the Callaway Creator Retreat and Meta’s AI smart glasses were the center of attention. Infusing AI and AR into golf could be transformational. The sport becomes a real-life video game. Let me humor you for...

My introduction to Spotify was a social experience. In its early years, Spotify utilized a peer-to-peer (P2P) network to reduce server load and speed up music delivery. This technology allowed users to stream music not just from Spotify’s servers, but...

Happy Monday folks! Tesla’s robotaxi finally hit the streets on Sunday as the company deployed its first paid autonomous rides with a small fleet of driverless Model Y SUVs.  The service operates within a limited geofence in South Austin, charging $4.20...

Here’s a preview of what we’ll cover this week: Macro: Trump’s decision, Tax Bill Tensions, Fed’s growth reset, Dollar short positioning Market: HOOD vs X, ETH’s Stablecoin Edge AI: AI Defense Spending Lumida in the Spotlight This week, Lumida’s CIO...

It’s a Concern We’re in a bull market.The majority of stocks are going up. But not everyone’s made it to the party. Homebuilders have been struggling this year – plain and simple.And that’s a concern. It’s only one piece of the puzzle, but it’s a...

Waymo will deploy its robotaxi fleet to Manhattan next month — first manually with human safety drivers, then autonomously if NYC grants its permit — a major step toward introducing fully driverless ride-hailing in New York City. Here’s the overview:...

Happy Friday. All eyes are on Elon this weekend as Tesla delivers early access robotaxi invites.  Starting Sunday, select users in Austin will get access to Tesla’s autonomous ride-hailing service, operating within a defined geofence. Each ride will include...

Waymo expanded its robotaxi coverage in California, bringing its total to over 250 square miles.  The expansion connects corridors in San Francisco, Silicon Valley, and Los Angeles, linking cities like Palo Alto, Burlingame, Echo Park, Westchester,...

Walmart’s drone delivery program just got a serious upgrade.  In partnership with Wing, Alphabet’s drone division, the retail giant will expand its 30-minute drop-off service to five new metro areas: Atlanta, Charlotte, Houston, Orlando, and Tampa. ...