value-investing
The Speed of Trust: What Real-Time Payments Reveal About Where Confidence Sits
Real-time rails move money before anyone can check it. Where does trust go when the checking step disappears?
A Touchscreen Mac and the Second MacBook Pro That Keeps the Answer Open
Apple’s first touchscreen Mac is reportedly arriving beside a second MacBook Pro that keeps the current design. What does shipping both say?
Microsoft’s $5,999 Surface RTX Spark Dev Box and the Real Price of AI’s Productivity Dividend
Microsoft opened preorders this week for the Surface RTX Spark Dev Box, a developer desktop built on Nvidia’s Grace Blackwell architecture, for $5,999, before a single buyer has run a model on one. That price sits oddly next to the promise everyone keeps repeating about artificial intelligence: that it hands an ordinary worker a leap…
When Timing Beats What You Bring
Google Flights’ recent analysis of holiday booking trends shows Thanksgiving travelers find their cheapest seats 34 days before departure, within a low-price window of 21 to 57 days out. Christmas travelers find their best price 56 days before departure. Spring break sweet spots appear 50 days out. Summer vacation sweet spots appear 21 days out.…
Why Sam Altman Would Still Work With Elon Musk: Compute Sets the Terms
Sam Altman called Elon Musk a bully, then said he would “of course” still work with him. The useful question is what keeps two people who openly dislike each other at the same table. Temperament doesn’t explain it. Money and machines do. Frontier labs need four things they can’t make quickly: capital, chips, power, and…
Office Mandates and Anthropic’s Losses: What Is the Office Day Buying?
A New York startup that requires four days a week in the office just let everyone work from anywhere for a month. Whether the experiment cost anything, or proved anything, is not yet clear from the reporting on it. The question it raises is older than remote work: what does a required day in the…