What Elon Knows
A US perspective on where investors should be looking if they want to find the next space race.
The Problem with Exponentials
The Problem with Exponentials
The difference between AI that can reliably handle two-hour tasks and AI that can handle multi-week tasks isn’t just more capacity. It’s a fundamentally different economic reality.
Don’t Chase the Rocket Pt. 2
Don’t Chase the Rocket Pt. 2
Part 2 of Charlie’s view on some durable themes that exist outside of the current market hype-cycle.
Don’t Chase the Rocket Pt.1
Don’t Chase the Rocket Pt.1
A chip earnings miss and a hot jobs report just vaporised trillions from US stocks. Before you chase the SpaceX IPO, understand the trap the Fed has walked into — and why it sets up the next decade’s trade.
The Spy Who Hacked Me
The Spy Who Hacked Me
The NSA is now using the world’s most powerful AI to break into foreign governments. Cybersecurity is a more durable theme than you think.
The Great Race Just Docked in Melbourne
The Great Race Just Docked in Melbourne
Aussies are fleeing volatile fuel prices for Chinese EV’s. But the promise of independence runs on a supply chain that leads straight to Beijing. For now.
A New AI Leader is Emerging
A New AI Leader is Emerging
It’s been a busy quarter for AI as the biggest names vie for our attention while the biggest Aussie data centres fight for the latest mega-deal from Anthropic.
Volatility Is the New Norm
Volatility Is the New Norm
Tonight’s US data dump lands at a market already looking stretched by hype and rattled by fresh strikes on Iran. Here’s one tool to navigate it.
AI Giveth, AI Taketh Away
AI Giveth, AI Taketh Away
Australia’s unemployment rate jumped to 4.5% in April. While WiseTech and Meta are the latest to cut thousands of jobs. The common thread? Artificial intelligence.
Feels Like Everyone Has an Algorithm Except You
Feels Like Everyone Has an Algorithm Except You
Trump’s latest financial disclosures reveal thousands of stock trades this quarter. The volume points to algorithmic trading. Now we’re offering you your own version to meet this moment.
