Harshchaudhari·Oct 23Capex Is Now an Earnings Driver: How the AI Spending Loop Works, and What Investors Should WatchThe biggest tech companies are spending hundreds of billions on AI infrastructure. Here is how that spending flows through the market…
Deniz Whittier·Aug 24Chicago Climate Week Hackathon: Promoting Remodel Circularity at McDonald’sLois, Anna, Kate and I discussed how to implement deconstruction over demolition
John Ericc·Aug 23The Truth Behind the $600 Billion AI Revenue Gap Terrifying InvestorsTech Finance: The $600 Billion Gap · Q2 2026 Earnings · Severe CapEx DeficitsA response icon3
Samir Standnes·Aug 9Building for Demand, Not for Two CustomersEd Zitron says the hyperscalers are building for two customers. I think he is counting the wrong thing.
