GOOG

MSFT

+3

What To Look For In Anthropic's Red Herring

Oct 4, 2026

•

10 min read

What To Look For In Anthropic's Red Herring

30 tough questions for the pending Anthropic S-1.

SPCX

+4

Of Bygones, Bubbles And Broadband Bandits

Jul 5, 2026

•

10 min read

Of Bygones, Bubbles And Broadband Bandits

What Om Malik taught us about spotting an AI bubble.

GOOG

How $835 Billion in Cap Ex Will Flow Through The Tech Economy

Feb 8, 2026

•

19 min read

How $835 Billion in Cap Ex Will Flow Through The Tech Economy

The Week Of February 9, 2026