EVs A flood of off-lease EVs are coming to the market. (arstechnica.com) Some tips on switching to an EV. (wsj.com) EV charging away from home still kinda sucks. (axios.com) Energy Ukraine’s drones are putting a dent in Russia’s oil...

Anthropic’s new Mythos model, & Glasswing cybersecurity sheen: The NY Times unpacked Anthropic’s carefully choreographed pre-announcement of its next frontier model — code-named Mythos. It’s sheathed around Project Glasswing, aimed at ‘Securing...

We’re back with another episode of The Howard Lindzon Show with Michele Steele. We end week three of the finger (now officially nicknamed “Pointy”) and we’re getting closer to the big reveal at the Cashtag Awards on May 4 at the New York Stock Exchange,...

MP’s Key Takes Today: 1. Jassy’s $200B AI capex isn’t a bet — it’s a declaration. Amazon is building a chip empire inside a cloud company. Custom silicon at $20B+ annualized, triple-digit growth. That’s the story easily missed. 2. OpenAI just declared...

Markets TIPS are trading at historically high levels. (wsj.com) Momentum has outperformed since the start of the Iran war. (capitalspectator.com) Roundhill Memory ETF ($DRAM) is off to a fast start. (etf.com) Companies What Greg Abel, the new CEO of...

Well that wait for Meta’s AI punch wasn’t long. And it seems good enough. Let me explain. Meta has an opening bid. Nine months after its founder/CEO Mark Zuckerberg tore up the open source AI strategy around Llama, and went on a multi hundred...

Fund management Diversification is a shock absorber for Blackrock ($BLK). (wsj.com) Asset management is going to look very different in ten years. (philbak.substack.com) Prediction markets Joe Weisenthal and Tracy Alloway talk with Thomas Peterffy,...

Meta’s ‘Good Enough’ AI strategy, AI Inc’s cybersecurity as cover for AI compute ramp, and Anthropic’s new ‘all-you-can-eat” AI Agent pricing. That plus three more things that matter today in AI Ramblings Daily #51: AI DISCUSSIONS OF THE DAY: Meta’s...

Books Five insights from “How to Disagree Better” by Julia Minson. (nextbigideaclub.com) Five insights from “Hard Feelings: Finding the Wisdom in Our Darkest Emotions” by Daniel Smith. (nextbigideaclub.com) Companies Is Disney...

I’ve maintained for months now that Anthropic is aggressively executing on its AI opportunities ahead of OpenAI especially in the enterprise. As both race towards optimistic IPOs this year. The sibling companies are currently neck and neck, even though...