Bryce Smith
Why Google AI Rocks, Or, Our Custom-Built "Ultimate Google Investment" Web App
Forget About Search, Windows Is The Real AI Loser (And No Chat This Week)
Meme Stocks Rise Again, Antitrust Shenanigans, GTLB Thoughts, And Much More
What The Hell Do We Do With CRWV
Trade Alert: Selling PSTG, Buying More CRM
A More Serious World + Our Top 11 Takeaways From Asia
Trade Alert: Google, The End Of The Beginning
Google will move beyond information retrieval to become a true agent, a problem-solver, a creator, and a concierge.
What We Learned About AI Yesterday
The Top 5 Biggest Misunderstandings About The AI Revolution
Tariffs, Trump, Cybertrucks, Cody for President, And Much More
Our Models Prove It: AI Is Already The American Economy's Superman
There is a lot of FUD (fear, uncertainty, and doubt) surrounding The AI Revolution and the American economy more broadly right now. The many bearish macro themes dominating headlines these days – including tariffs, end of U.S. hegemony, collapsing dollar, recession, DOGE cuts, etc. – has resulted in a big pullback