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The Aerospace & Defense Mega Trend
The Aerospace & Defense Mega Trend
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What a wild week. The S&P 500 settled above 6,000 for the first time since February 21st. The Nasdaq 100 composite is a mere 2% shy of an all-time high. And even the small-caps appear to break out. Industrials were the first sector to close at a...
11 months ago
4 MIN READ
Waymo’s NYC State of Mind
Waymo’s NYC State of Mind
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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:...
11 months ago
3 MIN READ
There’s A New KPI In Town…
There’s A New KPI In Town…
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For over a decade, Daily Active Users (DAUs) has been the primary key performance indicator (KPI) of internet companies. DAUs provide a signal of product stickiness, user engagement and growth velocity. Investors tracked them obsessively, using the metric...
11 months ago
2 MIN READ
Netflix Reinvents Discovery With AI
Netflix Reinvents Discovery With AI
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Netflix rolled out an OpenAI-powered search engine designed to help users discover content with natural language prompts like: “I’m in the mood for a light-hearted comedy that isn’t too long.” “Suggest some intense dramas...
1 year ago
2 MIN READ
Jensen Huang's iPhone Moment
Jensen Huang's iPhone Moment
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“The Super Bowl Of AI” We’re in the midst of something big… Technology is accelerating at rates unseen in human history. And AI is the root of it all. March 18th, NVIDIA’s Co-Founder and CEO Jensen Huang took center stage – leather jacket to...
1 year ago
4 MIN READ
$900M to Ignite The Nuclear Renaissance
$900M to Ignite The Nuclear Renaissance
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Happy hump day folks! Get ready – we have nuclear news from the U.S. Department of Energy (DOE). $900M to Ignite The Nuclear Renaissance On Monday, the DOE announced it will offer $900M to support small modular nuclear reactor development. With...
1 year ago
2 MIN READ
📰 eVTOL Earnings – It's Early…
📰 eVTOL Earnings – It's Early…
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Welcome Happy Saturday folks. Welcome to The Godspeed Weekly. It was a busy week. Grab a drink – let’s get to it. eVTOL Earnings – It’s Early This week, eVTOL manufacturers – Archer Aviation and Joby Aviation reported Q4 &...
1 year ago
5 MIN READ
The New Era of Hardware Is Heating Up!
The New Era of Hardware Is Heating Up!
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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...
11 months ago
2 MIN READ
Flying Cars Secure Vertiport Approval in Abu Dhabi
Flying Cars Secure Vertiport Approval in Abu Dhabi
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Archer Aviation received design approval from the UAE’s General Civil Aviation Authority (GCAA) to develop vertiport infrastructure in Abu Dhabi — a major step toward launching the world’s first flying car air taxi network. The approval allows the Abu...
1 year ago
2 MIN READ
The Best Performing Stocks Over The Past Year
The Best Performing Stocks Over The Past Year
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Happy Saturday! Yesterday afternoon, I caught up with JC Parets to review the best-performing stocks over the past 12 months and what it means for the future.  We focused on the innovation within communication, energy, robotics and transportation and...
1 year ago
4 MIN READ