The Archive.

The Quiet Death of the Metaverse

Berkshire Begins Buybacks

Sinking Growth and the Great AI Cover-Up

The macro picture is getting ugly. We break down the latest GDP and CPI prints and discuss why tech executives are using AI as a convenient scapegoat.

Social Media Goes to the Jury

Moltbook Sells Out

Solid State Transformers

$100 Oil & Oracle Layoffs

Oil breaks $100 as Middle East tensions escalate and why Oracle retreating from its AI buildout should make you nervous

Netflix's Acquisition

Prediction Markets and Insider Trading

Apple's 3 Days of Product Launches

Anthropic & the DoW

Geopolitics Eclipses AI

War with Iran, and the cracks start to show in Private Credit

Block’s Big Layoff

The Tariff Fallout, Meta's Court Case, and Claude's Continued Rampage

From the Supreme Court's landmark tariff ruling to Claude's latest disruption, we break down a very newsworthy week in the markets.

AI Fears Bleed into Finance

AI narratives hit the financial sector, while Meta and Ring push surveillance boundaries. Plus, a look at Unity's earnings and Discord's IPO prep.

The SaaS-pocalypse & AI Cognitive Dissonance

An analysis of the paradoxical market reaction to AI infrastructure spending and the shifting SaaS landscape.

Figma in the AI Era

A deep dive into Figma, the impact of generative AI, and where I think it's going.