Categories

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Off-the-shelf agents may have far less audience than generally discussed as they work against the need for personalization

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GenAI has massive utility, and with huge profits being accrued by many in the chain. And those missing out do not have the option of quitting

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A breezy yet pointed tour of market oddities, where identical facts spawn wildly different valuations, forecasts, and narratives.

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The worst bull markets are wasted bull markets. The US giants are ensuring that is not the case for them, as they use market-provided opportunities to cement their domination

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When earnings double and forecasts barely budge: how analysts’ instincts diverge across the Pacific in the age of AI.

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Unpacking the unique blueprint behind our portfolio’s minimal overlap with any global benchmarks, innovation funds, or ETFs

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Evidence-based insights into China’s semiconductor strides, cutting through Western skepticism and Chinese opacity

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Rising economic and political fears pit the urge to cut innovation capex against the risk of falling behind in a world that cannot afford dependencies.

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Before defending nuances, software stakeholders must reassess: Has anything changed? If so, have they?

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Agents will soon be everywhere, but making money from them will be more difficult than making money of LLMs