5 Things to Know in Investing This Week – The Dovish CPI Issue
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#OpenAI
5 Things to Know in Investing This Week – The You Can’t Own GTA VI Issue
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5 Things to Know in Investing This Week – The Why is Bitcoin Down Issue
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Reader Mailbag – Growth in AI Usage
I got a great question from “M” this morning. Copying his question and my reply here. Let me know what you think at IR@DeepKnowledgeInvesting.com or feel free to post your thoughts in the comments to this piece. From “M” First, you’re really putting out great stuff, and obviously, the input behind it is extensive and … Read more
5 Things to Know in Investing This Week – The Nvidia PC Issue
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5 Things to Know in Investing This Week – The Warsh is Trapped Issue
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5 Things to Know in Investing This Week – The Strait Goes Viral Issue
After a year-long travel adventure, I’ve returned from Tokyo to New York. I expect to be in the NYC/CT area for the next month or so. I intend to re-rent out my house and then depart for another year of living and working in different countries. This life suits me. I’ll publish an update at … Read more
Problems at OpenAI
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5 Things to Know in Investing This Week – The OpenAI Can’t Pay its Bills Issue
Quick announcement: I’ll be in Bangkok, Thailand for the next 2 weeks before heading to Tokyo. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com. … Read more
5 Things to Know in Investing This Week – The Datacenter Energy Issue
IBM pays $11B for Confluent and brings its real-time data streaming in-house. They’re aiming to integrate the AI cloud ecosystem across devices. Nvidia thinks it has a way to turn AI datacenters from something that stresses the grid to something that stabilizes it. This is the solution we’ve seen from many Bitcoin miners. Let’s hope … Read more
