Generative AI (GenAI)
AI that produces something new — text, images, audio, code — rather than classifying or forecasting from what already exists.
For 2027 Investing, You Don't Need a Prediction. You Need Alignment
A new book on 21st-century investing raises a sharper question than "what to buy": are you positioned where capital, demand and bottlenecks are actually moving?
Altman Called for AI Pacing, Now Preps a Launch Blitz. The Contradiction Isn't the Point
OpenAI has teased a major release this week and a run of announcements at its September 29 DevDay, just two days after Sam Altman appeared to back the case for slowing frontier AI down. What matters for investors isn't whether his words line up. It's whether AI capital spending is shifting from massive pretraining runs toward large-scale inference and agent deployment.
Will 'Made by a Human' Become a Brand Once AI Can Make Anything?
As AI collapses the cost and time needed to make music, video, art and stories, scarcity in content markets may shift from "was it made well" to "who made it, and why." But a human premium does not appear automatically in every genre.
Apple's Real AI Bet Isn't a Chatbot. It's Siri Running Your Apps
Apple has stepped back from the race to build a smarter chatbot than ChatGPT. Instead it is building an "OS agent" that connects Mail, Photos, Calendar and hundreds of thousands of apps to actually finish tasks. 2026 is the first year that strategy gets tested as a product, not a keynote promise.
Why Meta jumped 6.5%: Muse is the first price tag on AI compute
Muse is not a big revenue line yet. But in a capex race running toward $145 billion a year, it is the first product-shaped answer to the question every AI investor is asking: how does this money come back?
Gemini slipped for two months. Google is playing a bigger game.
ChatGPT pulled back ahead in chatbot web traffic. But the next contest Google is preparing for is not better answers. It is an agent platform that ties Search, Android, Workspace, Photos and Cloud together and actually finishes the job.
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