AVs AVs are racing ahead of regulators. (axios.com) Uber ($UBER) and Rivian ($RIVN) made a deal for 50,000 robotaxis. (engadget.com) A first hand account of Tesla ($TSLA) FSD gone wrong. (theatlantic.com) PJ Vogt on the rich history of the development...

Nvidia GTC 2026 Trillion+ $ AI Roadmap: Nvidia rolled out an unexpectedly super-sized AI product roadmap at its 2026 GTC, flanking most competitive prospects in the near term. Founder/CEO Jensen Huang’s detailed Keynote had a dense, deep and diverse array...

TGIF… Last week I wrote ‘is it time to panic’? My thesis is if you must panic, panic first. The week is now over and while the markets continue lower, it seems like today was still a good day to ‘panic first’. I started getting calls today from some of...

Strategy Big portfolio changes are hard to reverse. (wsj.com) How your strengths and weaknesses as an investor relate. (microcapclub.com) Private assets Goldman ($GS) and JPMorgan Chase ($JPM) are offering hedge funds ways to bet against the private...

Talking with folks after Nvidia’s keynote kickoff at GTC 2026, it’s clear that many are having some difficulty seeing through the dense foliage of very technical announcements by founder/CEO Jensen Huang. In my discussion of Nvidia founder/CEO Jensen...

Finance The case for this being the end of the private asset boom. (blogs.cfainstitute.org) Jeff Bezos is out raising money for a fund to acquire manufacturing companies and apply AI for automation. (wsj.com) AI AI’s effects on company economic moats...

Good morning… I am back with another episode of The Howard Lindzon Show with Michelle Steele. In this episode, we cover why investors are fleeing to cash at the fastest rate since 2020, the unintended consequences of the SEC potentially ending...

Books An excerpt from “Project Maven: A Marine Colonel, His Team, and the Dawn of AI Warfare” by Katrina Mason. (bloomberg.com) An excerpt from “The Science of Repair: How People who Believe in Facts Can Build a Better Future” by...

We now have more confirmation that the global memory shortage and ever higher prices for most electronic things, will last at least through 2030. That’s from the chairman of SK Hynix, the ‘Nvidia’ of the memory chips that go into most of the AI Data...

Oil Commodities have been the only haven YTD. (capitalspectator.com) A look beyond the headlines in the oil market. (ft.com) The Strait of Hormuz is not entirely closed off. (sherwood.news) Strategy The median alternative investment is probably not worth...