Technology and Innovation insights

Stay tuned. We will publish leading research and insights in technology and innovation

By Massimo

· Launched 2 months ago

The Substitution Trade

GLM-5.2 didn't trigger a liquidation. It triggered a substitution — of silicon, of licence, of jurisdiction. The benchmark is the least interesting…

ROI Per Token Has a Country

How the discipline of ROI-per-token is quietly handing the world's high-volume AI to Chinese models

Warsh Delivers the Regime Change in 40 Basis Points

Nine of 18 dots signal a 2026 hike, the 2-year jumps 14 bp, and tech sheds $1 trillion in market cap.

Sovereignty Day on the AI Tape

SpaceX prints $85.7 billion, Qualcomm circles Tenstorrent, Anthropic's export controls land, and the UK and Japan sign an £18 billion frontier pact

Return on Token

Why ROE is about to mislead everyone

Musk crosses a trillion, the procurement layer reshuffles

SpaceX closes +19% at $160.95, a $2.1T valuation that makes Musk the first trillionaire; OpenAI taps Oracle Universal Credits and buys Ona for Codex…

The Prediction Economy

In eighteen months, betting on the future went from a crypto-Twitter curiosity to a $28-billion-a-month asset class. Here is what actually happened …

Compute Becomes Brent

What it means when CME announces futures on the asset Wall Street called infrastructure

Technology and Innovation insights

Stay tuned. We will publish leading research and insights in technology and innovation.