Have we forgotten?

It’s hard to believe it’s been 25 years since the terrorist attacks on our country. Today we take a break from the market and economic discussions to reflect on today’s somber anniversary. It seems each year the divide in our country grows. It seems that the terrorists

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The Everchanging AI Landscape

Originally posted September 1, 2026 / Last updated September 9, 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

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