The iconic Microsoft/OpenAI partnership, turbo-charged by Nvidia, is entering a new phase. The three CEOs Sam Altman, Jensen Huang, and Satya Nadella depicted above, are evolving along new paths. Just as the ink is drying on the re-drawn...

My friend Danny, the founder of Punchup.live (Social Leverage Fund 4) knows a lot of comedians. He knows I love comedy as well and am fascinated with the world of stand-up. A few months back he introduced me to his friend Sam Morril (Instagram here)and...

Markets Are we late in the technology megatrend? (awealthofcommonsense.com) A look at how 2025’s stock market stacks up. (carsongroup.com) Apple Apple ($AAPL) has teamed with Google Gemini to power Siri. (spyglass.org) Why Apple ($AAPL) likely chose...

Technology The new Internet will be oriented around bots instead of real people. (theatlantic.com) Maybe it’s okay if the AI build out is a bubble? (stratechery.com) Misinformation Markets and technology are not an antidote to bad policies...

As I’ve discussed in earlier pieces, there’s a big transition coming as AI moves from chatbots to AI Agents and Reasoning on the AI Tech Wave roadmap to AGI as proposed by OpenAI and others. AI Agents seem simple and attractive as the next layer of value...

Keywords AI, technology, small language models, job market, home automation, earnings reports, political impact, innovation, smart devices, social perception Summary In this episode of AI Ramblings, hosts Michael Parekh and Neal Makwana discuss...

Markets The 1950’s bull market was nothing to sneeze at. (awealthofcommonsense.com) Another example why trading on political events is a mistake. (morningstar.com) ETFs All small cap funds are not created alike. (tmcresearch.com) 2025 continues to...

Money Together Christine Benz and Ben Johson talk with Doug and Heather Boneparth, authors of “Money Together: How to find fairness in your relationship and become an unstoppable financial team.” (morningstar.com) Peter Lazaroff talks with...

I’ve been clear and vocal on the ongoing fears over AI leading to net job losses, for some time now. And continue to believe we will look back on this AI Tech Wave in a few years, and wonder why we thought AI meant fewer people needed overall. Fears over...

Strategy Why we have a bias towards action in the markets. (ritholtz.com) Should you buy at all-time highs? (ofdollarsanddata.com) Crypto Bitcoin is not digital gold. (advisorperspectives.com) Why the pardon of Binance founder Changpeng Zhao is coming...