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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+9.74% 1y

Today’s Brief

Iran Officials Demand Nuclear Bomb During 8 Month War With US

US Prepares for Protracted Iran Conflict Including Naval Blockade

Asian Markets Sink to 3 Month Low in $1 Trillion Selloff

SK Hyper Seeks $350B for South Korea AI Infrastructure

US Markets Wipe $1 Trillion in Worst Nasdaq Day Since June

Anthropic Draft IPO Filing Shows $80.7B Half Year Loss and Up to $750B in Compute Plans Ahead of Potential Friday Release

Gold and Silver Lose $1 Trillion in Value as Gold Plummets to $4,034.76

Revisions Slice 2025 US Job Growth by 90%

Musk's Public Backing of $3.5T SpaceX-Tesla Merger Rattles Insiders, Threatens Weeks of Delay

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

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

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

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

US Markets Wipe Out $1.1 Trillion in Biggest One Day Loss in 3 Months

Nvidia and 6 Partners Expand AI Capacity With 300% Packaging Boost

Apple Pushes iPhone Duo New Order Deliveries to February

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

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

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

US Markets Wipe Out $1.1 Trillion in Biggest One Day Loss in 3 Months

Nvidia and 6 Partners Expand AI Capacity With 300% Packaging Boost

Apple Pushes iPhone Duo New Order Deliveries to February

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

UK Regulator Proposes Lower iPhone Payment Fees to Break Apple Grip