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 icon3A 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.
The DataByte·Jul 27Massive AI Spending Finally Seems to be Driving These Stocks Down LowerMany hyperscalers, cloud, and semiconductor companies are trading below their YTD highs
Andrii Kuzovchykov·Jul 27The AI Selloff Was About the Capex Bill, Not the BubbleOn 22 July, Alphabet and Tesla both reported earnings, both beat, and both fell hard: Alphabet down about 6%, Tesla down about 12%. The…
the watcher·Jul 1The 10-to-1 Gap Holding Up the Entire AI BoomThe first piece in a series on the economics of the AI boom: is it overheated, can it fairly be called a bubble — and if so, by what…
