July 13, 2026
For years the artificial intelligence industry has operated under a remarkably simple assumption: if intelligence emerges from data, then the obvious solution is more data. More books, more websites, more code, more videos, mo...
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July 13, 2026
For years the artificial intelligence industry has operated under a remarkably simple assumption: if intelligence emerges from data, then the obvious solution is more data. More books, more websites, more code, more videos, mo...
July 12, 2026
For most of the past decade, artificial intelligence has been measured the way children measure strength. Bigger must be better. More parameters. More GPUs. Larger context windows. More data centres consuming enoug...
July 11, 2026
One of the biggest mistakes investors make is believing that markets reward certainty. They do not. Markets reward investors who assign better probabilities than everyone else and, more importantly, who are willing to update those probabilities as new evidence em...
July 10, 2026
Most events, when viewed in isolation, carry very little significance. Markets have a habit of overreacting to individual headlines before quietly moving on to the next crisis, scandal or political drama. We generally ignore these episodes because they...
July 10, 2026
Every technological revolution passes through a period where reality and marketing drift so far apart that investors begin confusing promises with products. Railroads had it. The dot-com boom perfected it. Cryptocurrency experienced it. Artificial intelligence...