Who pays, and who benefits?

Markets.

Follow the capital, costs and incentives that determine what gets built.

Geothermal’s next test starts with a hole

The US Energy Department selected 21 field and exploration projects. Their job is not to promise power, but to expose temperature, flow and drilling risk with wells and public data.

Energy 22 Sep 2026 3 min read

Compute

AI’s power problem is also a scheduling problem

NVIDIA reports more AI output within a fixed power budget. The important distinction is between using capacity better and postponing work.

Compute 16 Sep 2026 2 min read

Quantum

Alain Aspect Changed Physics. Now His Quantum Company Must Prove Useful.

A Nobel laureate, fresh capital and a protein experiment: Pasqal’s next test is turning extraordinary physics into work that matters.

Quantum 8 Sep 2026 4 min read

Energy

Google’s Geothermal Deal Puts the Power Plant First

An earlier plant, a new contract and a conditional expansion: our dated project ledger separates the stages of Google’s geothermal bet.

Energy 5 Sep 2026 3 min read

Markets

SpaceX IPO Turns Space Infrastructure Into a Public Market Asset

The SpaceX IPO is not just a stock-market event. It turns launch, satellite internet, AI compute and strategic infrastructure into one public-market story.

Markets 14 Jun 2026 5 min read

ChatGPT Is Becoming Financial Infrastructure

Once ChatGPT connects to bank accounts, the question is no longer whether AI can give financial advice. It is who gets to sit between people and their money.

AI 15 May 2026 7 min read

Compute

High Bandwidth Memory: Why HBM Is Deciding the AI Supply War

In the AI boom, compute gets the headlines. HBM decides who can actually ship at scale.

Compute 3 Sep 2025 5 min read

Energy

Flexible Solar Cells: Why Energy Is Escaping the Solar Farm

The real story behind flexible solar cells is not just better efficiency, but a shift in where energy can live.

Energy 6 Jul 2025 4 min read

GPT-5 Matters if It Becomes a Workflow Layer, Not Just a Launch Event

The real GPT-5 question is not whether it sparks a rally. It is whether one more unified model changes how digital work actually gets done.

AI 2 Jul 2025 4 min read

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Markets.

Geothermal’s next test starts with a hole

AI’s power problem is also a scheduling problem

Alain Aspect Changed Physics. Now His Quantum Company Must Prove Useful.

Google’s Geothermal Deal Puts the Power Plant First

SpaceX IPO Turns Space Infrastructure Into a Public Market Asset

ChatGPT Is Becoming Financial Infrastructure

High Bandwidth Memory: Why HBM Is Deciding the AI Supply War

Flexible Solar Cells: Why Energy Is Escaping the Solar Farm

GPT-5 Matters if It Becomes a Workflow Layer, Not Just a Launch Event

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