The Math on AI Agents Doesn’t Add Up

The big AI companies promised us that 2025 would be “the year of the AI agents.” It turned out to be the year of talking ...

When AI Stops Being 'Tech' And Starts Being The Economy - Investment Themes For 2026 Part 1

If 2024-2025 was the market “discovering” AI, 2026 is the market realizing that AI is now macro. That’s why the opportunity ...