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A Little-Known Tech Stock With a Monopoly Empire

Sep 11, 2025

A Little-Known Tech Stock With a Monopoly Empire

Big Tech's monopolies get the headlines. This one has been hiding in plain sight in Kansas.

Don't Miss Out on AI's Solar Panel Moment

Aug 28, 2025

Don't Miss Out on AI's Solar Panel Moment

Rooftop solar broke the power plant's monopoly. Edge AI is about to do the same to the cloud.

Don't Get Caught in the Perfection Trap

Aug 21, 2025

Don't Get Caught in the Perfection Trap

BlackBerry perfected mobile email right before the iPhone made it irrelevant. Here is the test I use.

What Ikea Can Teach Us About Software in AI Times

Aug 14, 2025

What Ikea Can Teach Us About Software in AI Times

Ikea made customers build their own furniture. AI is about to make companies build their own software.

Your Summer Road Trip Is Showing You the Future

Aug 7, 2025

Your Summer Road Trip Is Showing You the Future

Self-driving cars, data centers, solar farms: the next wave of tech wealth is visible from the highway.

A Robot Revolution Hiding in the Supply Room

Jul 31, 2025

A Robot Revolution Hiding in the Supply Room

At 2 a.m., a robot is cleaning your grocery store. The company behind it is an old-school industrial.

The Data CEO Who Forgot About Human Data

Jul 24, 2025

The Data CEO Who Forgot About Human Data

A viral concert moment showed what automation can't remove: unpredictable people.

The Ultimate Currency in the AI Race Isn't What You'd Expect

Jul 17, 2025

The Ultimate Currency in the AI Race Isn't What You'd Expect

Big Tech is paying billions for people, not products. That changes how you should value AI companies.

Billions for AI Chips: Why Cloudflare Could Be the Dark-Horse Winner | This Week on Wall Street

Jul 15, 2025

Billions for AI Chips: Why Cloudflare Could Be the Dark-Horse Winner | This Week on Wall Street

With Matt Weinschenk: which companies stand to profit most as Big Tech pours billions into AI infrastructure.

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