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#artificialintelligence
MACROPRO
LATESTAug 27, 2026
Nvidia Just Proved My AI Pivot Thesis Is Getting Closer
Market-cap growth has fallen from 169% to 41% to 16% in three years. Capex just outran the cash flow that funds it. This is what a pivot looks like from the inside.
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MACROFREE
Aug 22, 2026
The Babel Tollbooth: How AI Gatekeepers Became the New Landlords
Picture humans building a gigantic and marvelous tower, and we name it the Babel Tower. And yet there is one big and ugly tollbooth — it blocks the main entrance for everyone trying to enter the Babel Tower.
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