Oct 10, 2026
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1 min read
Here's how we're thinking about sequencing both.
Oct 9, 2026
Same bottleneck. New way to own it.
11 min read
The next great AI shortage may not be chips, memory, or electricity. It may be something much more familiar: money.
Oct 8, 2026
9 min read
Last week I asked who does the work. This week: who holds the keys—and who gets paid to hand them out.
Oct 7, 2026
Toshiba is shipping more hard-drive capacity. The shortage paid the drive makers. Fixing it may pay someone else.
Oct 6, 2026
2 min read
Frances Newton reads markets the way she learned to read the herd. Watch the feedback loop, not the narrative.
