The Bigger Picture, May 18, Sunday, 2025 Older generations have always had a different pace in adopting new technology. It was a vivid point made by OpenAI Founder/CEO Sam Altman in a notable 30 minute sit down interview at uber-VC Sequoia’s AI...

Tesla – It’s Not Just A Car Company This week, Elon Musk shared new clips of Tesla’s Optimus robot dancing, showcasing major improvements in balance and mobility. The videos went viral instantly. In response, Tesla’s official account joked, “We’re a...

Autos American reluctance aside, EVs continue to grow worldwide. (axios.com) GM ($GM) is promising cheaper, longer-lasting batteries, i.e. lithium-manganese-rich. (techcrunch.com) Ride-share drivers are having an increasingly hard time making money at...

Trump Mideast Trip with Tech Cos: The Trump Administration kicked off its first overseas trade mission to the Mideast, accompanied by a host of US companies and CEOs. Many from the US tech/AI industry like OpenAI, Nvidia, Amazon, Microsoft, AMD, Tesla...

Companies Charter Communications ($CHTR) and Cox Communications are merging. (cnbc.com) Meta’s ($META) Facebook and Instagram are increasingly scam-filled. (wsj.com) How big an additional opportunity is experiences for Airbnb...

Happy Friday folks, This week was a monster week for Archer Aviation! The stock is up approximately +50% as the world awaits eVOTLs and advanced air mobility.  Archer’s Q1 Earnings Release On Monday, $ACHR reported Q1 earnings. The release was more or less...

Listening YouTube is launching a weekly top podcast list. (cnbc.com) Are podcasts the future of sports journalism? (awfulannouncing.com) Finance Justin Carbonneau and Jack Forehand talk with Kai Wu of Sparkline Capital about his paper ‘Investing...

For almost two years in these pages I’ve chronicled daily the relentless progress in key tech and AI companies scaling LLM AIs on almost a clockwork like schedule to newer and better capabilities. It doesn’t always go in a straight line, despite the...

Strategy How balanced funds work. (awealthofcommonsense.com) Managed futures is a long-term commitment. (priceactionlab.com) The stock market has bounced back. Now is your chance to de-risk if you were freaked out earlier. (primecuts.philpearlman.com)...

Books A Q&A with Adam Becker author of “More Everything Forever: AI Overlords, Space Empires, and Silicon Valley’s Crusade to Control the Fate of Humanity.” (arstechnica.com) An excerpt from “How to Fall in Love with Questions:...