
Why AI Might Actually Create More Work for Lawyers
It seems obvious that among the many industries that AI might disrupt, the legal profession might face some of the most adverse outcomes. When clerical, research-based tasks like searching through dat...
13 Jul 55min

The Korean Levered ETFs Shaking Markets All Around the World
Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad ...
10 Jul 43min

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending
We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction of robotraders. When it comes to AI, the big ques...
9 Jul 52min

These Are the Sharps Actually Making Money on Prediction Markets
Here's a couple things about prediction markets. A lot of it is pure gambling and speculation, much of it on things with very little economic relevance. Another fact is that in all likelihood, if you ...
6 Jul 48min

What Dan Wang Saw on His Last Trip to China
There's this weird contradiction that hovers almost all conversations regarding the Chinese economy. On the one hand, the growth and rising material prosperity is undeniable. And of course, Chinese in...
2 Jul 48min

Baidu's CFO on How It Became a Full-Stack AI Player
In the China tech space, Baidu is now a full-stack player in the AI industry. The company makes its own chips, has its own AI models (Ernie), its own cloud system, and it's integrating AI into its sel...
29 Jun 47min

How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms
We know that companies around the world are investing heavily in AI. So intense is the race to win the AI battle, that it feels like there's almost no upward limit on how much you could spend on it. S...
27 Jun 56min



















