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Jean-Gabriel Young

NickJul 13

Every Robot Needs Bearings

The market cannot yet tell you which robot form factor, OEM, or actuator architecture wins. It can tell you one thing with near certainty: whatever gets built will be full of bearings. Every motor and every joint in a robot requires at...

Steve HoechsterAug 7

The Pinnacle of Personalization

AI, actually Generative Artificial Intelligence, has already shown an ability to quickly get a clear sense of individual wants, needs, and tendencies. That has already been applied to a range of marketing activities that can be...

Amanda KuffJul 29

AI Won't Lift Software Evenly. It Will Split It in Two.

The consensus on AI and software is a rising-tide story: models get better, every application gets more valuable, the whole category floats up together. That story is half right, and the wrong half is the expensive one. AI doesn't lift...

NickJul 13

Every Robot Needs Bearings

Steve HoechsterAug 7

The Pinnacle of Personalization

Amanda KuffJul 29

AI Won't Lift Software Evenly. It Will Split It in Two.

Jean-Gabriel Young

Middle East Reconstruction+8.55% 1y

Jean-Gabriel Young

Iran Deal Upside+83.76% 1y

Today’s Brief

US and Israel Plan Renewed Iran Strikes Before Oct 27 Election

Trump Says US Can Exit Iran War Now After Military Devastation

SpaceX Posts $4.4B First Profit Since IPO as Q3 Revenue Surges 161% to $14.58B on AI Boom

Anthropic's Draft IPO Filing Reveals $600B Compute Spending Plan

Trump Slashes US Legal Immigration 50% in Largest Cut Since 1920s

Foreign Investors Wipe $745B from Korean Stocks in Record Selloff

Germany Commits Over 500 Billion Euros to Largest Recent Defense Modernization

White House Warns September CPI Rise of 0.6% May Break Disinflation Trend

Alberta Votes Monday on Historic Referendum to Secede From Canada

Super Micro Raises Q1 Revenue Forecast to $19.5B Beating Estimates by $4B

Netflix Shares Fall 4.4% on Weak Q4 Revenue and Profit Forecast

Trending Tilts

Trending Research

Every Robot Needs Bearings

The Pinnacle of Personalization

AI Won't Lift Software Evenly. It Will Split It in Two.

Moving the S&P 500

Chinese Tech Orders 6M Nvidia GPUs and Double 2027 Global Supply

ByteDance, Alibaba and Tencent Order $35B of Nvidia GPUs

Amazon Launches TorchNeuron to Challenge Nvidia CUDA Dominance

Loop Capital Downgrades Apple on Missing 13 Million iPhone Shipments

Apple Taps US Manufacturers for iPhone 18 Pro and Duo

Amazon Backs 960 MW Nuclear Plant at Indiana Coal Site

Trending Research

Every Robot Needs Bearings

The Pinnacle of Personalization

AI Won't Lift Software Evenly. It Will Split It in Two.

Trending Tilts

Moving the S&P 500

Chinese Tech Orders 6M Nvidia GPUs and Double 2027 Global Supply

ByteDance, Alibaba and Tencent Order $35B of Nvidia GPUs

Amazon Launches TorchNeuron to Challenge Nvidia CUDA Dominance

Loop Capital Downgrades Apple on Missing 13 Million iPhone Shipments

Apple Taps US Manufacturers for iPhone 18 Pro and Duo

Amazon Backs 960 MW Nuclear Plant at Indiana Coal Site