The Table's Turn
The market is concerned about France's upcoming election
Read full storyPast Briefs
The Art of Intimidation
James Carville once said he wanted to be reincarnated as the bond market because 'you can intimidate everybody'
Read full storyA Little Kyoto in AI
Embedded in Kyoto's history were parallels and lessons well suited to providing a framework to think about AI and whether it's a bubble
Read full storyWhack-A-Mole
Interconnected events this past week signal an increasingly unstable monetary system
Read full storyThe Mysterious Intervention
Soros believed that currency intervention without fiscal consolidation never really worked
Read full storyStuck
Two obscure pieces of Arabian history explain why Trump has no good options in Iran
Read full storyChanging Perceptions
Pew's annual survey finds global favourability towards China now exceeds that toward the U.S. for the first time in nearly two decades
Read full storyThe Parallel System
China launched its parallel gold and yuan infrastructure
Read full storyDon't Outsource Your Understanding
Ford is rehiring 300-350 veteran quality inspectors. AI is a fantastic tool but it's only as good as the information you use to train it
Read full storyCognitive Surrender
Writing, attention and critical thinking are collapsing in American classrooms
Read full storyAI's Productivity Paradox
Midjourney's fancy scan is likely to create negative net productivity
Read full storyLet It Ride
At the end of of 2025, about 33% of U.S. household wealth was in stocks. All this money needs to go somewhere.
Read full storyOpenAI is Not Dead
Focusing on the consumer layer may lead to much higher pay-offs in the end.
Read full storyHer's Law
In 2014, Huawei's founder, Ren Zhengfei, told Teresa He (also known as He Tingbo), in charge of Huawei's chip research at the time, that she had $400 million per year at her disposal to advance Huawei's technology.
Read full storyOpen-Source v Closed Systems
The CEO of Cerebras noted the debate between whether the closed source (U.S.) or open source (China) ecosystem will become more prevalent in AI.
Read full storyDario v Jensen
The debate revolves around whether the U.S. should give Chinese AI researchers access to Nvidia's GPUs
Read full storyAre We In a Bubble
The recent rally has been driven by the smallest number of stocks on record
Read full storyBricks for Bytes
A tech banker made headlines saying he would swap his California estate for privately held shares of Anthropic
Read full storyFaith in the Possible
Reid Hoffman's recent essay of the same name frames Silicon Valley as a quasi-religious movement
Read full storyAI: The New Reserve Asset
The dollar depends on AI
Read full storyAre Stablecoins Really Stable?
The cryptocurrency world has long been plagued by extreme volatility, with Bitcoin and other digital assets experiencing dramatic price swings that make them unsuitable for everyday transactions. Enter stablecoins—digital currencies designed to maintain a stable value.
Read full storyCreating a More Accurate Message by Shooting the Messenger
When a messenger told King Tigranes of Armenia that the Roman general Lucullus was invading, Tigranes beheaded the messenger because he didn't like the news. He was later routed in a military defeat as he was unprepared.
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