New vertical AI applications are being rapidly integrated, aka ‘harnessed’ horizontally, into cloud and local AI operating environments in the AI Tech Wave. And then bundled into new pricing packages for end customers. Just as they did starting with the...

Good news… Jim Cramer says it is ‘impossible to make money today’. Twitter tweet Last week I was told by everyone on Twitter that ‘software was DEAD’. Today, the world is going to end because _______, _______, Trump, Putin, Hillary. Try not to let...

Alternatives The private credit industry has failed to educate their investors. (bloomberg.com) Why LPs are wary of GP stake investors. (pitchbook.com) Bill Ackman wants your money. (semafor.com) Companies It looks like Live Nation ($LYV) is going to...

Quant stuff Kris Longmore, “AI is a tool for doing the technical work faster. I use it every day. But the technical work was never the hard part. The real scarcity is judgment.” (krislongmore.substack.com) A round-up of recent academic...

The handicapping on Wall Street is getting louder. I’ve been discussing the three mammoth prospective AI IPOs this year, from Elon Musk’s SpaceX to Anthropic to of course OpenAI. That last one is particularly important, since it’s the perceived leader of...

Strategy Markets bottom on bad news. (chartkidmatt.com) Periods of chaos highlight your risk mismatches. (contessacapitaladvisors.com) Don’t take advice from billionaires. (humbledollar.com) Degen economy Prediction markets are writing more rules...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Podcasts Steve Curley and Chris Cannon talk with Brent Sullivan of The Tax Alpha Insider. (investorsfirstpodcast.com) Michael Batnick talks AI and wealth management with Rob Nance, CEO of Dispatch. (youtube.com) Charles Schwab Charles Schwab’s...

New attack vectors from above never considered. What a difference a few months make to flip perspectives. It was only last year the most of the US big tech Mag 7s, along with AI leaders OpenAI, Anthropic and others were in the middle east, at times...

Summary This episode covers the latest in AI and tech, including the OpenAI vs Anthropic rivalry, AI wearable chips from Qualcomm and Apple, AI in smartphones and content creation, OpenClaw’s impact in China, and Apple’s strategic move into...