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The $90 Trillion Physical Infrastructure Supercycle — And Why Hyperscalers Are the Wrong Bet
Jordi Visser's institutional thesis: this isn't the cloud era anymore — it's the physical era. Long scarcity, short abundance. The hyperscalers are funding vehicles, not winners.
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What Jensen Huang Has Been Telling Us For Six Months
The Token Factory thesis — across eight major appearances and twelve hours of recorded conversation, four ideas keep surfacing. Here's the framework that will shape the next decade.
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We're in the Singularity Now — Here's What That Actually Means
Peter Diamandis, Salim Ismail, Alex Wiesner-Gross, and Dave Blundin on Moonshots — 15 major AI releases in 8 weeks, the TSMC chokepoint, and why the singularity is an interval, not an event.
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