The Rally Call, Weighed: Tom Lee's Case and His Forecasting Record
Tom Lee told Prof G Markets the correction is over and the S&P 500 could reach 8,400 by the end of 2026. His test for an AI bubble is worth keeping. His forecasting record, which we checked, says to treat the target as one scenario, not a promise.
The Bill Has a Number: Anthropic's $895 Billion Compute Tab, Weighed
Anthropic's amended IPO filing puts a number on the AI bill: about $895 billion in compute commitments. On Prof G Markets, the FT's John Foley explains why costs outpacing revenue, a possible junk rating and Big Tech's borrowing all matter if you are weighing the boom.
Robots by the Hour: Tutor Intelligence's Pitch to Factories That Have Never Bought a Robot
Tutor Intelligence CEO Josh Gruenstein says most US factories have never bought a robot. His pitch: general-purpose robots rented at about $16 an hour, with remote humans whose help trains the AI. a16z, which hosted, led the company's Series B.
You See What You Aim At: Jordan Peterson on Value, Stories and a Claim About Young Women, Checked
Jordan Peterson argues that what you value decides what you see, and that stories teach you what to aim at. Jonathan Pageau says fairy tales can't be bent at will. Plus Peterson's claim about young liberal women, checked against CDC and Gallup data.
Not a Verdict, an Iteration: Joe Hudson on Why Every Decision Is an Emotional Problem
Coach Joe Hudson tells Chris Williamson that deciding is an emotional problem, not an information one: feel the worst case first, decide by principle, and treat each choice as one bet in a portfolio. His claims, checked against decision research.
Tokens Are Cheap. The Bundle Isn't: Modal's Erik Bernhardsson on Where AI Inference Margins Live
Modal CEO Erik Bernhardsson tells Harry Stebbings that selling raw AI tokens is a race to the bottom, and that inference margins live in the bundle around them. GPUs, margin stacking and open models, checked, with his conflicts disclosed.
Two Steps Ahead: Colin Camerer on Why You're Only About 75% Rational
Caltech's Colin Camerer tells Sean Carroll why people are only about 75% rational: we reason a step or two ahead of others, run on habit, and price the future in brain circuits that wording can bend. His studies, checked.
Who Profits From Your Panic? Reading a Doomsday News Cycle
A finance YouTuber spends a video trying to make sense of a terrifying news cycle and lands on a sharper question than is the end near: who profits from your fear? A look at the economics of panic, the ratchet of emergency power, and how to read alarming headlines without being played.
What Are the Odds? The Fine-Tuned Universe and the Improbability of You
The forces of the universe are balanced so precisely that a small nudge would erase all life, and the same staggering improbability runs straight through to the people who matter most. On cosmic fine-tuning, and the wonder of exist
Fifty Creators, No Two Alike: Wispr Flow's Hector Serrano on Paying for Ads That Perform
Wispr Flow's Hector Serrano explains how about 50 creators on commission make the AI app's ads: a pay floor, handpicked and deliberately varied recruits, and a push to experiment. The playbook, with its limits.
Fewer Sets, Harder Sets: Jeff Cavaliere on Lifting as You Age, and What the Studies Say
Physical therapist Jeff Cavaliere tells Peter Attia that older lifters should cut junk volume, train closer to failure where it's safe, and route around injuries instead of resting. His rules, his exercise graveyard, and what the research says.
The Wrong Bubble: Josh Brown on Why AI's Real Risk Is Earnings, Not Prices
Josh Brown tells Prof G Markets that if AI is a bubble, it's the most pathetic he's seen: prices already bake in doubt. Why he says the risk is in earnings, why some losses aren't losses, and the bear case he does take seriously, checked.