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Zuckerberg launches "Personal Superintelligence" offensive
Mark Zuckerberg has abandoned his metaverse vision and is now fully committed to artificial general intelligence (AGI), which is supposed to exceed human capabilities. In an internal memo and public letters...
GREY BRIEFING #01: Hopes for interest rate cuts vs. weak data
Welcome back, dear readers!…to the first GREY BRIEFING! The previous NEWSLETTER+ has been replaced by the new BRIEFING – exclusively for all Premium members. Why the change? The previous newsletter format was…
Taiwan Semiconductor - Stock analysis
Taiwan Semiconductor Manufacturing Company (TSMC) is one of the world's leading semiconductor companies and the largest independent contract manufacturer ("pure-play foundry") for integrated circuits. Despite geopolitical tensions, fluctuating demand, and growing competitive pressure...
Lovable: The startup that breaks 100 million faster than ChatGPT
Imagine a platform that allows any designer, founder, or creative person to build apps without any programming knowledge. That's exactly what's happening today. Swedish startup Lovable, based in Stockholm, has developed...
Oracle Corporation - Stock analysis
Oracle is one of the world's leading providers of database software, cloud solutions, and enterprise software. Despite intense competition in the cloud market, the company remains a key player in IT infrastructure, supported by its dominant...
Newsletter #30: Trump visits the FED
Welcome to the thirtieth edition of our newsletter, dear readers! The markets continue to show strength despite all the warning signs. Nvidia is setting new all-time highs every day, and the S&P 500 is running steadily...
OpenAI takes agents to a new level
OpenAI is rolling out a major update to its AI assistants with the new ChatGPT agents. The agents can now perform multi-step tasks independently. They are not just tools, but active partners with memory, contextual understanding...
Newsletter #29: New ATHs, bullish sentiment, and caution
Welcome to the twenty-ninth edition of our newsletter, dear readers! The markets continue to perform strongly, despite all the warning signs. Nvidia has reached a new all-time high, and the S&P 500 is running steadily...
Why US tech giants are now calling loudly for clear AI rules
Things are heating up in the US. The big tech companies, such as Microsoft, Amazon, Google, and Meta, have joined forces to push through a law that prohibits individual states from setting their own AI rules...