AI Meets ESG
July 2026
Corporate governance in the AI era: MSCI's CCC rating on SpaceX's IPO raises questions about voting power, oversight, and shareholder rights.
Soundings
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The Battle for Search Supremacy
July 2026
LLMs are the new search engines. A look at first-mover advantage, moats, and who might not survive the fight.
MANGOS
June 2026
Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX: markets coin a new acronym for AI's dominant players — and wonder if it can last.
Magnifica Humanitas
May 2026
The Pope weighs in on AI governance the same week quantum computing threatens crypto's foundations.
Canaries
April 2026
A sneaker company rebrands as an AI infrastructure play and its stock soars 600%. What that says about this market.
Las Cucarachas
February 2026
Jamie Dimon's "cockroach" comment reignites debate over hidden risk in private credit.
Woe is Me
January 2026
Skipping the annual list of risks for something rarer: real reasons for optimism heading into the new year.
The MANIAC
December 2025
John von Neumann's staggering legacy — and an unsettling parallel to today's AI race.
How Many Lightbulbs Does It Take to Power AI?
November 2025
What does an AI query actually cost in water and electricity? The honest answer: it's hard to say.