I’ve been talking about the convergence of technology and healthcare for years. And mark my words: it will change everything from how we discover new drugs to how diseases are diagnosed and treated. This week we got another glimpse of just how quickly that future is getting here. Anthropic – the company behind Claude – […]

A pair of AI smart glasses apparently helped start a fight in Iowa last week. According to police, a man wearing Ray-Ban Meta smart glasses at the Iowa State Fair was confronted by another fairgoer who didn’t like the idea that he might be recording people. Words were exchanged. Then punches. I’m certainly not recommending […]

Every self-driving company eventually needs the same thing…

The bottleneck nobody’s pricing in…

Small trade with a big signal…

Read this BONUS special report…

Here’s how to follow it…

Every major investment theme eventually runs into a bottleneck. During the internet boom, it was fiber-optic networks. During the first wave of artificial intelligence, it’s been GPUs and the enormous amounts of electricity needed to power massive data centers. As I researched the next phase of AI – the Physical AI revolution – I kept […]

You’ve made the first move, and you’re already a step ahead. And today it’s going to start paying off. Earlier this week, we established that artificial intelligence is beginning to leave the data center and enter the physical world. Yesterday, we looked at why businesses are investing billions of dollars in robotics… not because it’s […]

Yesterday, I introduced the idea that artificial intelligence is beginning to leave the data center and enter the physical world. That shift is what NVIDIA (NVDA) CEO Jensen Huang calls Physical AI, and I believe it will become one of the defining investment themes of the next decade. Today I’d like to answer a different […]

Over the past few years, nearly every conversation about artificial intelligence has revolved around the same topic: data centers. Investors have been obsessed with NVIDIA’s (NVDA) GPUs, Microsoft’s (MSFT) AI spending, and whether electric utilities can generate enough power to support the next wave of computing. Those have been the right questions to ask because […]

If you only looked at the headlines the last couple days, you might think something dramatic is happening at SpaceX (SPCX). But you’re smarter than that. You don’t just look at the headlines, you analyze the story underneath. How do I know? Because you’re here, reading this. Good for you. Now let’s get to it. […]