Nvidia dominating earnings is as predictable as the sun rising

Nvidia just posted US$68.1 billion in quarterly revenue, with over 91% of sales now tied to AI infrastructure. But Nvidia doesn’t operate in isolation. Behind every GPU sits a supply chain. And that’s where the next asymmetric opportunities may be hiding.

How AI will save us from net zero

For years I’ve been wondering how the UK’s political class will weasel their way out of net zero. Now we know. AI gives them an honourable way out.

She went to the charity shop. I built an app by dinner.

After my wife couldn’t find the next book in our kids’ Minecraft series, I built an app in an afternoon using AI. But the real story isn’t the app. It’s what happened behind the scenes — the platforms AI pushed me toward, the infrastructure it depends on, and the market overreactions creating tradeable opportunities right now.