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Jean-Gabriel Young

Tom Creighton

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+9.59% 1y

Tom Creighton

The Datacenter Supercycle+6.08% 1y

Today’s Brief

Iran Rules Out Shipping Uranium Abroad and Demands US Meet Conditions as Hormuz Stays Closed

Hegseth Reviews Iran Strike Plans With Netanyahu as Brent Crude Tops $110

French 10 Year Yields Hit 5% for First Time Since 2002 on Fiscal Turmoil

CSI 300 Index Drops 20% into Official Bear Market

Meta and Tesla Beat Q3 Profit Estimates as $34.9B Capex Pushes Meta Free Cash Flow Negative

Musk Advisers Push for SpaceX and Tesla Merger by Early 2027 to Close Under Trump

First Russian Diesel Tanker Sails for US Thursday Under Putin-Trump Supply Deal

Tesla Hits $1B Annual FSD Revenue on Q3 Profit Beat

Meta Ordered to Pay $25 Billion for Cambridge Analytica Lapses

CyberCartel Hacks 400 Latin American Banks Using AI Agents

Trump Mandates Large Data Centers Produce Own Electricity and Pay Dividends

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

Private Equity Group Explored $150B Xbox Buyout

Apple Ordered to Allow Third Party App Stores in Australia by March 2027

Loop Capital Downgrades Apple on Missing 13 Million iPhone Shipments

Apple Taps US Manufacturers for iPhone 18 Pro and Duo

UK Regulator Proposes Lower iPhone Payment Fees to Break Apple Grip

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

Private Equity Group Explored $150B Xbox Buyout

Apple Ordered to Allow Third Party App Stores in Australia by March 2027

Loop Capital Downgrades Apple on Missing 13 Million iPhone Shipments

Apple Taps US Manufacturers for iPhone 18 Pro and Duo

UK Regulator Proposes Lower iPhone Payment Fees to Break Apple Grip