Commentary
Why I Went on Air to Call the AI Top — and What Happened Next
Last week I sat down with the Drive Time crew to explain our AI Implosion thesis. The response was explosive. Here's what I said, what…
Mar 30, 2026
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Uncategorized
Why I went to Air to Call the AI Top – and What Happened Next
The most dangerous number in AI right now isn’t a valuation multiple – it’s the ratio of experimental-to-production deployments Last Thursday I walked into the…
Apr 4, 2026
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Behind the Research
How We Built the 14-Indicator Sentiment Model
A look inside the methodology. What each indicator tracks, why we chose qualitative over quantitative signals, and the three indicators that matter most right now.
Mar 26, 2026
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