It is the most fantastic product release in history…

The post Tesla’s Roadster appeared first on Brownstone Research.

Expect more mudslinging as January approaches

The post What Scares a Bank? appeared first on Brownstone Research.

There’s one metal named in the procurement rules that hasn’t seen a major deal…yet.

The post The Next Target of “Project Vault” appeared first on Brownstone Research.

This is a landmark deal and the most significant initiative in shipbuilding and defense technology since World War II.

The post Anduril’s Arsenal appeared first on Brownstone Research.

Google’s recent agreement reveals the scale of the AI power shortage and why supplying power is such an important part of the AI investment story.

The post Google’s Nuclear Deal Reveals the Scale of AI’s Power Problem appeared first on Brownstone Research.

It’s not about recreating the old system on new infrastructure…

The post They Still Don’t Get It… appeared first on Brownstone Research.

In today’s AMA, we explore the true utility of full self-driving vehicles… what to do when markets crash… and the odds of an OpenAI implosion…

The post Will OpenAI Go Bankrupt? appeared first on Brownstone Research.

Blockchains are infrastructure built for machines. And now the machines are here.

The post The Machine-Native Economy appeared first on Brownstone Research.

The Fed’s job is to turn down the fun before the market drives its car into a ditch...

The post No More Punchbowl appeared first on Brownstone Research.

Only one form of transportation has felt futuristic for decades… like a mirage always on the horizon. Never close, never achievable.

The post Boring Transportation appeared first on Brownstone Research.

We’ve been waiting for future forms of commercial transportation for decades, and finally that time has come.

The post Coastal Transportation Redefined appeared first on Brownstone Research.

If the cycle holds, we’ll look back at this moment in the fall of 2029 and realize that was when it all kicked off.

The post The Data Says Bitcoin Bottoms on This Date appeared first on Brownstone Research.

Over the last week, we have discovered that this is a massive, well-coordinated psyop carried out by some powerful billionaires – in cooperation with some prominent political figures – who want to gain control of this powerful technology for both financial gain and societal control.

The post Beware of Biased Billionaires appeared first on Brownstone Research.

Get these assets so entrenched, so dug in, that no future administration can rip them out without creating systemic risk.

The post Crypto’s Point of No Return appeared first on Brownstone Research.

If the Fed has gone back to raising rates, why was the post-hike bounce in stocks so strong?

The post Kevin Warsh Shows His Feathers appeared first on Brownstone Research.

Last month I was excited to see an announcement made by a leading humanoid robotics firm, Figure AI, for what it calls Index – its program to build “the world’s largest and most diverse physical dataset."

The post Solving for Figure’s “Data Problem” appeared first on Brownstone Research.

When demand exceeds supply, something has to give…

The post Who Gets Access to the Most Powerful AI? appeared first on Brownstone Research.

There’s plenty of blame to go around, and I’m more than happy to name names.

The post The (Temporary) Death of CLARITY appeared first on Brownstone Research.

To be completely fair, there is a non-zero chance that things go horribly wrong

The post AI Apocalypse? appeared first on Brownstone Research.

This doesn’t mean AI dangers aren't real... They very well may be. But as investors, our job isn't merely to listen to what people say.

The post Mind the Warnings… But Follow the Incentives appeared first on Brownstone Research.