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...

Goldman Sachs & Morgan Stanley data says AI jobs are modestly UP despite the fear headlines. That plus four more things that matter today in AI Ramblings Daily #50: AI DISCUSSIONS OF THE DAY: New models galore: Anthropic Mythos, OpenAI ‘Spud’,...

View the video of this post here. Weekly chart breakdowns. Big-picture market themes. Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1)...

Markets Some highlights from Q1 returns including a big move in energy stocks. (novelinvestor.com) Most investors come up with a theory and then look for evidence. (chartkidmatt.com) Pictures of the moon are quite a contrast to the mess here on...

Good morning everyone Before I get started… Come hang with me and some of the best investors I know in NYC at the NYSE on May 4th – link above – for the Cashtag awards. Next up….my finger is healing (going to be a long process) and I...

Podcasts Morgan Housel on how spend your money without spoiling your kids. (podcasts.apple.com) Christine Benz and Amy Arnott talk with Wade Pfau about the benefit of higher rates for retirees. (morningstar.com) Peter Lazaroff about what you need to...

From the earliest days of AI-RTZ (AI: Reset to Zero) here, I’ve emphasized that the Fears of AI Job Loss remains one of the biggest differences between this AI Tech Wave and most of the ones past. As a former Goldman Sachs partner who has spent over...

Strategy Recognize that you are not built to be a great investor. (humbledollar.com) The sell is as important as the buy. (klementoninvesting.substack.com) Deals Bill Ackman wants to buy Universal Music Group ($UMG). (cnbc.com) Paramount’s ($PSKY)...

Round-ups A round-up of recent white papers including ‘The Price of Having Fun.’ (bpsandpieces.com) A round-up of recent academic research including ‘Rethinking Trend Following: Optimal Regime-Dependent...

Amidst all the current focus on pre-IPO SpaceX, OpenAI, Anthropic and their daily drama, it’s easy to lose track of lapping not far behind in this LLM AI marathon this AI Tech Wave. Meta currently comes to mind, as founder/CEO Mark Zuckerberg remains...