Categories

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History's lens distorts, not clarifies. From South Sea Bubbles to TMT, past patterns empower demagoguery more than analysis, as our piece playfully shows.

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We dreamt of a presidential dinner for a Samsung-Hynix truce. OpenAI just wrote the peace treaty

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A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter

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

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GPT-5 ups the accuracy stakes; managing hallucinations remains a team sport

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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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A discussion on utilities and trappings of terms with no meanings and laws with fancy names projecting where the world is headed

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A mega-cap mentionable alongside NVIDIA: triple-digit growth, AI-critical tech, and trading at a mid single-digit P/E (no typo)

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With nearly 60 AI projects tripping over each other, Google’s AGI dream needs less 60-hour grind and more glue