Nvidia just scored a huge win. After months of regulatory chaos, the U.S. government has reversed its ban. Nvidia can resume selling its H20 AI chips in China. For the world’s most valuable chipmaker, this is a game changer. Why Does It Matter? In April,...

Happy Monday! Fastenal delivered a quarter that speaks volumes about where industrial distribution is going.  The company’s Q2 revenue increased +8.6% YoY, eclipsing $2B.  But the real headline?  Digital transformation. More than 61% of Fastenal’s sales...

All Eyes On Dubai Joby and Archer are accelerating the global race for air taxi dominance – both making critical moves in the UAE.  Joby Aviation delivered its first production aircraft to Dubai and completed successful test flights, marking the...

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. ...

The Space Race Heads To Wall Street Firefly Aerospace will make its public debut, filing its S-1 to list on the Nasdaq under the ticker $FLY. The Texas-based space and defense company specializes in rapid-response satellite launches, lunar landers,...

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 everyone — Last week, Jason Krutzky and I had a lively conversation about autonomous driving, semiconductors, memecoins, and more. If you missed it, I highly recommend tuning in. Here’s my biggest takeaway: I want exposure to autonomy. The...

Happy Saturday! Markets remain a mess amid the tariff madness, but technology is accelerating at Godspeed.  Let’s get to it… Robot Boxing Is Here… For Real Unitree’s humanoid robot, G1, is ready for the ring!  Standing 51 inches and equipped with...

We’ve entered a new era of hardware. AI is reshaping how we interact with technology, and soon, smartphones and computers may not exist in the forms we know today. My hope is to one day leverage technology without invasive hardware at all. Slowly, new...

Good morning, folks. Happy Friday.  Peggy Noonan – former speechwriter to President Ronald Reagan and WSJ columnist – said it best:  We are playing with the hottest thing since the discovery of fire. AI is transforming everything; if you...