Strategy Investors need to understand their circle of competence. (safalniveshak.com) Brett Steenbarger, “Successful traders, I’ve found, are distinguished by the questions they ask, not just by answers they’ve come up...

The biz The New York Times ($NYT) wants to turn its writers into video stars. (vulture.com) The scam that is using an appearance on a big name podcast as bait. (thewrap.com) Economy Ezra Klein talks the attention economy with Kyla Scanlon, author of...

The fifth major LLM AI company in the US announced a major upgrade, and predictably, it’s scoring well in the ranks vs OpenAI, Anthropic, Google, Meta et al. I’m of course talking about Elon Musk’s X/xAI scrappy AI Grok of course, which rolled out Grok 4...

Good morning… I hate not being consistent with the newsletter the last few months, but I also hate phoning it In. I am in deep work mode and have had little time to organize my thoughts for the daily newsletter. On Coronado, deep work mode is much easier...

Happy Friday Jr! Remember the browser wars? Back in the early 2010s, we toggled between Firefox, Safari, Chrome, and Internet Explorer.  Fast forward to 2025: Chrome now holds 69% of the global market. But its dominance may be peaking… We’re entering...

Markets S&P 500 concentration keeps ticking higher. (apolloacademy.com) Younger generations in Japan are getting drawn into investing. (economist.com) Crypto Strategy ($MSTR) keeps adding new layers of financial complexity. (ft.com) Justin Sun is...

Books A Q&A with Erick Guerra, author of “Overbuilt: The High Costs and Low Rewards of US Highway Construction.” (bloomberg.com) An excerpt from “Little Red Barns: Hiding the Truth, from Farm to Fable” by Will Potter. (rollingstone.com)...

We’ve covered the growth of AI Cloud companies beyond Amazon AWS, Microsoft Azure, Google and Oracle Cloud (in that order of size) beyond NeoClouds before here on AI: RTZ. They’re led by companies like CoreWeave (with Nvidia, OpenAI et al as equity...

Keywords Apple, Meta, AI talent, organizational changes, global marketplace, art, creativity, retail, small shops, technology Summary In this episode of AI Ramblings, Michael Parekh and Neal Makwana discuss significant organizational changes at...

Strategy Investors are only going to have more options going forward. The paradox of choice awaits. (awealthofcommonsense.com) What will it take for private equity to outperform stocks from here? (ft.com) Crypto Why Trump Media & Technology Group...