Tilt | AI-Powered Custom Indexing

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+8.55% 1y

Tom Creighton

The Datacenter Supercycle+2.09% 1y

Today’s Brief

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

Iran Says Indirect US Talks Continue Over Seven Day Plan to Reopen Hormuz

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

Musk Confirms Tesla and SpaceX Form Committees to Explore Merger

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

Netflix Drops 7% to Lowest Since August 2024 on Weak Q4 Forecast

TPLF Claims 1,511 Ethiopian Troop Deaths in 2 Day Ambush

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

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

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

12% of S&P 500 Weight Reports Earnings to Justify AI Spend

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

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

12% of S&P 500 Weight Reports Earnings to Justify AI Spend