Once again, I was on the road speaking at conferences, which seems to be when the most exciting things happen with the market! I had another keynote at an FPA annual symposium, again presenting our "AI: Boom, Bubble, or Both" presentation. To say it was timely would be an understatement.
Welcome to the last days of this election cycle. Even if it doesn’t go the way you hope it goes, I always feel a sense of relief when it’s all over. The way that elections are run these days with the constant money being spent on
The other night as we were discussing my day, my wife had the audacity to say that AI is making me much less productive, more stressed, and is affecting my health. In her opinion, Chip and Scout, my AI interns (yes I named them – helps me to keep track of
Have you ever noticed how difficult silence has become?
The moment we wake up, noise rushes in. Notifications light up our phones. Headlines compete for attention. Social media offers an endless stream of opinions, advice, and commentary. Even in moments of rest, we often fill the quiet with podcasts, music,
Originally posted September 1, 2026 / Last updated October 27, 2026
The money behind the AI buildout keeps changing shape, and this post is my attempt to hold it still long enough to explain it (while providing updates to the landscape as they occur). The post started with a walk through
