OpenAI just made its biggest bet yet — on hardware! The company acquired Jony Ive’s AI device startup, io, in a $6.5 billion all-stock deal. Ive, the designer behind the iPhone, iMac, and Apple Watch, now leads design at OpenAI. His team, including...

Howdy folks! I want us to zoom out and ask ourselves, What was the biggest innovation in transportation over the last 25 years? For me – it’s Prime Shipping. The mass adoption of Amazon Prime and its 2-Day shipping changed behavior patterns for both...

Happy Friday! Today we’ll review NVIDIA’s Q1 2026 earnings report, but before I forget — in case you missed it, I went live Wednesday to walk through the themes that could dominate George Jetson’s Nasdaq-100.  Technology is accelerating at Godspeed. Are...

D-Wave Quantum is taking quantum leaps as it delivered a jaw-dropping Q1 2025 earnings report.  The stock closed at an all-time weekly high as Wall Street welcomes the quantum future. Let’s get into the numbers. The Numbers D-Wave’s...

Good morning, folks. Happy Friday.  Peggy Noonan – former speechwriter to President Ronald Reagan and WSJ columnist – said it best:  We are playing with the hottest thing since the discovery of fire. AI is transforming everything; if you...

✨ Welcome Welcome to The Godspeed Weekly! Today we’ll cover Microsoft’s major breakthrough, the US military’s autonomous appetite, asteroid mining, household humanoids, GPS technology and more. Onward… 🤌 The Cusp Of The Quantum Age Microsoft unveiled a...

Dyson’s Strawberry Farm Factory Dyson’s latest engineering marvel is not a household appliance – it’s agricultural. The company’s vertical strawberry system rotates 1.2M plants on two Ferris wheels inside a glasshouse, boosting yields by up to...

Good morning, folks. AI is not a fad. This technology is here to stay.  Yesterday, Duolingo, the language learning app, shared an internal all-hands email from its CEO stating,  “Duolingo is going to be AI-First.” The company writes,  “Just like how...

President Trump is expected to sign an executive order to reignite the U.S. nuclear industry. Energy Secretary Chris Wright called this America’s “new Manhattan Project.”  With AI and data centers driving a surge in electricity demand, nuclear energy...

Yesterday, I shared a post talking about a relative breakout in Technology. Today, I will dive into the bifurcation within the Magnificent 7. Before we get into it, I will be live tomorrow after the close to review Nvidia’s earnings and what’s next...