Flash note
Smart glasses are being presented as the next smartphone. Yet their success may depend less on their technological capabilities than on the trust they manage to inspire.
How the most celebrated fund in artificial intelligence sold its entire listed book to a competitor, and what the wreckage says about the rest of us.
Apple just proved earnings don't need an AI narrative. Big Tech, meanwhile, has gone from paying shareholders to asking them for cash. Each week, the Syz investment team takes you through the last seven days in seven charts.
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Smart glasses are being presented as the next smartphone. Yet their success may depend less on their technological capabilities than on the trust they manage to inspire.
When the world's largest asset manager predicts a futures market for computing power and an exchange launches one within a week, the signal seems clear: compute has become the AI era's scarce commodity. Yet the same industry straining against that shortage is engineering its way out of it, targeting cost reductions of up to two orders of magnitude.
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