Why the “Perennial Gale” of Creative Destruction is the Driving Force of Economic Progress—and How to Make the Process Humane Continue reading: Creative Destruction – the 2025 Nobel Economics thesis, explained...
The top 10 stocks in the S&P 500 account for 40% of the index’s market cap. Since ChatGPT launched in November 2022, AI-related stocks have registered 75% of S&P 500 returns, 80% of earnings growth, and 90% of capital spending growth. Meanwhi...
Cloudflare CEO Matthew Prince is making sweeping changes to force Google’s hand. Continue reading: Inside the web infrastructure revolt over Google’s AI Overviews...
When Software Ate the World, Manufacturing Built It. Continue reading: CATL: The Missed Empire and the Playbook for the Next Industrial VC...
Podcast Episode · After Earnings · 11/03/2025 · 31m Continue reading: Robinhood’s CIO Steph Guild on Investing, Tokenization & Prediction Markets...
Podcast Episode · Business Breakdowns · 10/31/2025 · 1h Continue reading: Robinhood: Mobile First, Margins Later...
A theoretical study suggests that gravity could have quantum effects without itself being a quantum theory. Other researchers aren’t so sure. Continue reading: Does gravity produce quantum weirdness? Proposal divides physicists...
The top 10 stocks in the S&P 500 account for 40% of the index’s market cap. Since ChatGPT launched in November 2022, AI-related stocks have registered 75% of S&P 500 returns, 80% of earnings growth, and 90% of capital spen...
Cloudflare CEO Matthew Prince is making sweeping changes to force Google’s hand. Continue reading: Inside the web infrastructure revolt over Google’s AI Overviews...
Why the “Perennial Gale” of Creative Destruction is the Driving Force of Economic Progress—and How to Make the Process Humane Continue reading: Creative Destruction – the 2025 Nobel Economics thesis, explai...