The legal system, a cornerstone of societal order, is on the cusp of a profound transformation. Artificial intelligence (AI), with its rapidly advancing capabilities in data analysis, natural language processing, and pattern recognition, is poised to permeate nearly every aspect of how laws are made, interpreted, and enforced. While the full extent of this influence […]
Category Archives: Mad Hedge AI
(NBIS), (AMZN), (GOOG) You know who isn’t spending $5/hour to run an H100? A company you’ve probably never heard of called Nebius Group (NBIS). While everyone else is throwing money at GPUs like it’s 2021 all over again, Nebius is quietly running sub-$0.03 racks at 90%+ utilization. I’ve toured their facilities. I’ve double-checked the numbers. […]
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Apr
Apr
(NVDA), (MSFT), (GOOG),(AMZN) You know what’s crazy? A company that burns $5 billion a year in computing costs getting valued at $300 billion. Yet here we are. OpenAI just closed a monster funding round, raising up to $40 billion from investors including SoftBank Group at a staggering $300 billion valuation. That’s nearly double what the […]
The stock market, long a domain of human intuition, economic analysis, and the occasional gut feeling, is on the cusp of a profound transformation. Artificial intelligence (AI) is no longer a futuristic concept confined to science fiction; it is rapidly infiltrating the core mechanisms of trading, promising unprecedented speed, efficiency, and analytical power. As AI-driven […]
(CRWV), (MSFT) My old college roommate owes me. Big time. “It’ll be fun,” he promised, arm around my shoulder at our reunion. “Just judge one high school investment competition. They’re brilliant kids!” Twenty years of friendship, and this is how he repays me for helping him land his first bulge-bracket banking gig? Sitting through PowerPoint […]
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Apr
Apr
The landscape of artificial intelligence has been irrevocably altered. OpenAI’s unveiling of GPT-4o marks a paradigm shift, propelling us into an era where AI seamlessly integrates with our senses, understanding and responding to the world in ways that mimic human cognition. This “omni” model, as the “o” suggests, transcends the limitations of its predecessors, forging […]
The reverberations through Wall Street were palpable as the first quarter of 2025 drew to a close. The Nasdaq 100, the bellwether index for the technology sector, had just concluded its most turbulent period in nearly three years, a dramatic downturn fueled by a confluence of economic anxieties and, most notably, escalating fears of an […]
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Mar
Mar
(INOD), (NVDA), (IBM) A few months ago, I found myself trading shots of sake with the CTO of Japan’s largest AI firm at 2 AM in a Tokyo back-alley izakaya – the kind of place where salarymen go to forget debugging nightmares. After his fourth drink, he leaned in conspiratorially. “You know what’s funny?” he […]
Washington D.C. – A seismic shift is underway in the landscape of financial regulation, as burgeoning calls for the deregulation of artificial intelligence (AI) within the sector gain momentum. While proponents tout the potential for innovation and efficiency, a growing chorus of experts warns that unchecked AI deployment could unleash unprecedented volatility and systemic risk […]
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Mar
Mar
(NVDA), (AAPL), (NFLX), (AMD), (IBM), (AMZN), (GOOGL), (META) I was sipping an overpriced airport cappuccino when Jensen Huang strutted onto the GTC 2025 stage. My seatmate didn’t recognize him, but I’d been at a private dinner with one of Nvidia’s VPs the night before. After 40 years covering tech from Tokyo to Wall Street, you […]