Weekly 3x3
Weekly 3x3: CapEx Boom. Agentic Checkouts. Quantum Optimization in Portfolio Allocation
Big Tech’s $725B infrastructure bet is crushing free cash flow as "Agentic Commerce" protocols move from pilot to production.
Weekly 3x3
My top 3 reads in markets, tech, and research each week.
Weekly 3x3
Weekly 3x3: Hyperscalers bet $600B on AI. MCP becomes infrastructure. Context engineering replaces prompt engineering.
Trillion-dollar infrastructure bets are under pressure as firms learn that scaling spend doesn’t scale performance without better ways to manage what models actually see.
Weekly 3x3
Weekly 3x3: Labour market jitters. Altman on spending commits. AI benchmarks under scrutiny.
A volatile week across markets and AI. Tech valuations wobble, central banks stay cautious, Big Tech defends trillion-dollar AI bets, and new research questions how we measure progress. Signals are getting noisier — not clearer.
Weekly 3x3
Weekly 3x3: Global stocks surge. AI spending gets practical. Teens lean on chatbots.
Markets rally on US–China trade optimism as stocks hit new highs, but risks linger beneath the surface. AI spending shifts from hype to ROI, while new research flags both accelerating scientific automation and growing concerns over concentration, stability, and control.
Weekly 3x3
Weekly 3x3: CME to launch Solana futures. Texas needs reactors. ChatGPT beats DeepSeek on stock predictions.
From Solana futures and fragile payments infrastructure to negative power prices and soaring data-center energy demand, markets are testing new edges. AI research pushes into finance and long-context reliability as real-world constraints bite.
Weekly 3x3
Weekly 3x3: Chips act is dead. Vance on AI opportunity. Hardware-aligned models.
Stagflation risk is back on the agenda as chip policy wobbles and pressure builds to reshore manufacturing. In AI, leaders warn against overregulation, hyperscalers move into chip design, and research pushes long-context efficiency and reasoning under constraints.