The Revolutionary Guards will buckle before the global economy does.
MARKET TRENDS
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OpenAI The Company That Died For AI Revolution
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OpenAI, the company that died for the AI revolution.
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Three Opensource AI Models Announced Today
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Three opensource models were announced while I am on the same flight and you're still not bullish on opensource AI, anon?
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OpenAI IPO Reality Check: CFO Friar Faces Shareholder Scrutiny
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OpenAI’s CFO, Sarah Friar, is a former sell-side stock analyst. She knows all too well what happens once a company has to report every ninety days and answer to shareholders. The IPO will be a real reality check on what have been very large intentions to spend by the company.
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Agentic AI Era Changes Work Prediction Fundamentals
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A big problem with all AI at work punditry right now is that it all rests on data from the pre-agentic era (which is basically just now ending) and we have very little information about what has been happening since the Claude Code moment. So everything now requires some caveat.
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Celestica, Cadence, Rambus hit by high expectations
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It’s not the end of the world for companies such as Celestica. Tuesday’s sell-off, against a weak tape, is largely a product of terrific gains year to date and profit taking. Celestica, Cadence, Rambus hit by high expectations, high prices Heightened expectations and big stock
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Building $1M Portfolio Against USD Collapse Predictions
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1) Start of 2025, I built a 1Mn$ portfolio that now stands at 50% plus gains in INR terms. Why did I build it? Because people were too pessimistic about US$/US Collapse whatnot. So I built out a portfolio in front of 1000s of students. Put my own money on the line. And, tried
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AI Chip Computing Power Growth: Scale Perspective
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Little thought experiment to put AI chip improvements in perspective: Imagine that every person on Earth uses a calculator to perform one calculation per second. Everyone works 24 hours a day without rest. Every second, we all hit equals on the calculator for a long digit
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OpenAI faces mounting pressure toward public market debut
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OpenAI will face growing pressure to go public. The company has already made promises to the investment market that are too large to remain private forever. Future value, AGI expectations, data centers, and dedicated compute infrastructure have all become the logic behind the
