artificial intelligence

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AGI: The Next Great Business Frontier or Humanity’s Biggest Gamble?

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There’s a story I like to tell when people bring up AGI; artificial general intelligence. A friend of mine, a portfolio manager, once confessed he’d asked ChatGPT to build him a trading strategy. It worked for three days. Then the market shifted, and the model broke down. “It’s like hiring a genius who forgets everything … Read more

AI Bubble: Unpacking Hype, Risks, and Smart Moves in Tech Investing

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AI bubble

Introduction: The AI Bubble  Story Everyone’s Talking About Imagine a portfolio manager watching their screen as shares in Nvidia, Microsoft, and OpenAI rocket to dizzying highs. Colleagues swap stories about startups valued in billions without a finished product. The mood? Slightly anxious excitement. That’s what it feels like inside Wall Street’s boardrooms as voices grow louder … Read more

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