The real oil shock is diesel, now $210 a barrel
Max argues three converging supply shocks are pushing diesel to $210 a barrel, a crisis he says dwarfs gasoline shortages and reaches every consumer, whatever they drive.
The library
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Handful of giants mask bear market in most US stocks
Economist Felix Nicholas Pin argues that midterm clarity, digested AI spending and rising liquidity create a rare buying window, but his case leans on historical patterns and unquantified assertions.
Profound's CEO expects marketers to need 10x-100x more content for agents
Profound CEO James Cadwallader argues agents will become the next customer every brand must court, raising the question whether optimizing for them can stay honest persuasion rather than manipulation.
Tao: AI solves math problems but leaves understanding behind
Fields Medal winner Terry Tao argues AI excels at verifiable math answers but adds little understanding, while its capabilities outrun the theory and safety work needed to govern them.
Quantum AI, unlike today's AI, could be a truly alien mind
Physicist Paul Davies contrasts today's human-like AI with a hypothetical quantum AI, and argues that the origin of life, and hence whether we are alone, remains genuinely unexplained.
Robots now learn tasks from one demonstration, unreliably but above zero
Generalist CEO Pete Florence argues that dexterity is robotics' coding analogue and that simple, scale-driven model recipes beat hardware complexity, even as reliability, data value and deployment strategy remain unsettled.
Personal AI agents have no moat, argues Dragonfly's Rob Haddock
Dragonfly general partner Rob Haddock argues that consumer agents will commoditize while financial platforms capture the value, even as agent-driven cancellations, consensus investing and shrinking data advantages reshape fintech economics.