Last two AI Ramblings Daily (ARD) podcasts episodes ‘Lines in the Sand Re-drawn’, #98 and ‘Then there were two’, #97, I indicated how OpenAI might start to get more aggressive with the proverbial ‘kitchen sink’. Especially in outlining its AI...

The theme today: Lines in the Sand being Re-drawn and Dug Into. Strategies are being adjusted on the fly, and in some cases entrenched — by the major AI players and the US government alike. The backdrop: SpaceX, post-IPO, is now nudging close to $3...

Also prediction market indexing, Strategy resolution, Caymans appraisal, the Cursor deal and poisoning the well of information.

Markets An industry has already built up around SpaceX ($SPCX) derivatives. (axios.com) The AI boom is being fueled by debt. (axios.com) Strategy Sometimes models just stop working. (ofdollarsanddata.com) Seven lessons from the SpaceX ($SPCX)...

View the video of this post here.     The most important charts and themes in markets and investing… 1) The Biggest IPO in History SpaceX officially became the biggest IPO in history, raising a total of $85.7 billion. That’s $60 billion more than the...

Join me…tickets here The scale of which SpaceX has hit the public markets is amazing to see. I read this long essay by Marc Andreessen on the company and Elon and it is hard to to be impressed or excited about the company, the origin and the vision. Have...

Prediction markets Prediction markets are not above manipulation. (iai.tv) Prediction market arbitrage opportunities are drying up. (nytimes.com) Research The historical performance of IPOs isn’t great. (novelinvestor.com) Why dividend investors...

With Apple’s upcoming Siri AI and ‘Personal Cloud Compute’ (PCC) driven Apple Intelligence this Fall, as are on the verge of ‘training’ the next set of billions of what I call personalized AI models. For Apple initially its powered by ‘Google &...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🛢️: Stocks kicked off the short week green after the U.S.-Iran ceasefire deal cooled crude and gave growth traders permission to mash buy. Tech led the tape, SpaceX kept levitating, and...

Presented by CLOSING BELL   The market launched into the short trading week with records for the Dow. Equities were green after missiles finally stopped flying in the Middle East with a weekend deal for a more permanent ceasefire. More info on the deal...