#AI

5 Things to Know in Investing This Week – The Genesis Issue

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The government is about to use its incredible stores of data to feed advanced AI models. It could be effective in staying ahead of China, but there are some un-discussed security issues involved. Bitcoin has gone hyper-volatile again. Why does it keep happening at night on weekends? Does it matter? Multiple States are investigating buy … Read more

5 Things to Know in Investing This Week – The Decoupling Issue

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The US figures out that our foreign policy is subject to CCP approval and works out a deal with Australia to develop rare earth mining and refining assets. China responds by ceasing soybean purchases from the US. All of this is creating discomfort in multiple places, but how dependent do you want to be on … Read more

New DKI Features on the Way

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Hi All, I’m excited to update you on some new DKI features that are on the way. – I think the AI revolution is real and that it will have a huge impact on our lives. It’s no longer just a toy to make funny pictures and silly poems. We’ll be adding a new member … Read more

DeepSeek and the Need for Power Generation

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Last night (Vietnam time), I had a conversation with an expert who has experience designing AI datacenters. In addition to some highly technical information, he made four points that I think are relevant to DKI subscribers and the portfolio. I note that there are many details still to be learned and this expert was speculating … Read more

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