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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+6.18% 1y

Today’s Brief

Trump Says US Military Obliterated Iran's Nuclear Enrichment Capacity

Trump Says U.S. May Strike Iran as Early as Tomorrow

Trump Administration Bought 35% of Venezuelan Oil Firm for a Penny a Share

10 Year Treasury Yield Posts Biggest Drop Since 2023 SVB Collapse as $1.2T Tech Rout Deepens

French-German Bond Spread Hits 178 Basis Points in Biggest Weekly Jump in 36 Years Ahead of Moody's Review

MiniMax and Zhipu Erase Combined $150B in Market Value

Brazilians Vote in Presidential Runoff With Lula and Flavio Bolsonaro Neck-and-Neck

Hackers Use GMO Internet Cloud Breach to Execute Unauthorized Trades at 70+ Brokerages

Prediction Markets Price Flávio Bolsonaro as Heavy Favorite for Brazil's Presidential Runoff

Barcelona Hit by Mass Looting and Riots in Expanding Wave of European Unrest

Goldman's VIP Hedge Fund Basket Plunges 4.2% in Worst Day Since 2011

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

Illegal Nvidia Blackwell B300 GPUs Found in China Telecom's Network

AWS Cloud Capacity Sold Out for 2026 and Much of 2027

Nvidia H200 GPU Rental Rates Rise 160% Since Start of Year

Nvidia Retakes Spot as World's Most Valuable Company

Nvidia CEO Jensen Huang Says Memory Chip Glut Unlikely by 2029

Nvidia Releases Nemotron 3.5 Bolt E4B Small Open Model for Edge AI

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

Illegal Nvidia Blackwell B300 GPUs Found in China Telecom's Network

AWS Cloud Capacity Sold Out for 2026 and Much of 2027

Nvidia H200 GPU Rental Rates Rise 160% Since Start of Year

Nvidia Retakes Spot as World's Most Valuable Company

Nvidia CEO Jensen Huang Says Memory Chip Glut Unlikely by 2029

Nvidia Releases Nemotron 3.5 Bolt E4B Small Open Model for Edge AI