So, I just finished watching Jensen Huang sitting next to Elon Musk — both of them nodding in agreement — saying there’s no AI bubble. And, you know what? That hit exactly the way I thought it would. Because it’s not a revelation; it’s confirmation. I wrote two days ago that there is no AI bubble — only a delusion bubble  — and this, right here, is the proof. Not because Jensen said it, but because he had  to say it. The narrative has finally caught up to the math. This is wh

I just got back from a data conference in Chicago, and I left honestly stunned. Not by the technology — by the people. Panel after panel, supposedly “leaders” in data science, logistics, and analytics — all of them dancing around the same idea: “We’re being cautious about AI.” Cautious. That word kept coming up like a reflex, a corporate mantra. “We’re waiting for regulation.” “We’re concerned about bias.” “We don’t trust the outputs.” It was like watching a room full of data

When Berkshire Hathaway makes a move, markets don’t just react—they pause. Because when Warren Buffett, the high priest of long-term value, decides to buy something, it’s usually not a guess. It’s a signal. This week, that signal came in the form of a $4.3 billion stake in Alphabet, Google’s parent company. The buy makes Alphabet one of Berkshire’s top ten holdings, right alongside American Express, Coca-Cola, and of course, the ever-beloved Apple. And that, in itself, is al