Author: Henry Kanapi

The CIO of Atreides Management believes the AI race is shifting away from training models and toward how fast, cheaply, and reliably those models can run in real products. In a new post on X, Gavin Baker says Nvidia’s $20 billion Groq deal is less about acquiring talent and more about locking up the economics of AI inference, the process of running a trained AI model to make predictions on new, unseen data. Baker says inference is breaking into two distinct phases: prefill, where a model processes a prompt or context, and decode, where it generates tokens in real time…

Macro strategist Luke Gromen says the surge in gold and silver is not about inflation or speculation, but about a choice the United States is being forced to confront. In a new post on X, Gromen says the surge in precious metals is a message from the market about structural constraints in the global monetary system. Gromen says that if the US wants to reindustrialize and rebuild critical supply chains, the global reserve system must shift away from Treasurys (USTs). “We can maintain the post-1971 structure of the USD reserve status or have enough silver to build things in the…

Legendary investor Bill Gurley says artificial intelligence has become so dominant in the investment landscape that companies without an AI angle are effectively shut out of future funding, a reality he believes workers cannot afford to ignore. In an interview with Tim Ferriss, Gurley, who backed Uber, Zillow, Grubhub and OpenTable, says the private markets have moved into a capital monoculture phase where deals not involving AI are shunned. Gurley says the environment may sound exaggerated or even absurd, but stresses that it accurately reflects current market behavior. “If you angel fund a deal and have any hope of it…

Mark Cuban says small and midsize businesses are quietly losing billions of dollars each year due to inefficiencies that AI agents are now capable of fixing, creating a major opportunity for new college graduates. In a new post on X, Cuban says the biggest near-term value of AI is not in massive corporations, but in helping smaller companies correct “small mistakes at scale” that compound into enormous losses. “Every new college graduate should learn how to create AI Agents and the impact of ‘small mistakes at scale.’ Such a great way of describing the tens of billions lost by SMBs…

The FBI says malicious actors have been using AI-generated text and voice impersonation to target close contacts of senior US government officials, creating a growing trust and security risk at the highest levels of government. In a new alert, the FBI says activity dating back to 2023 shows attackers impersonating senior US state government officials, White House and Cabinet-level leaders, as well as members of Congress. According to the FBI, the campaign relies on AI-powered smishing and vishing techniques to establish credibility with victims who are often family members or close acquaintances of government officials. “Since at least 2023, malicious…

Marc Benioff says artificial intelligence pricing is collapsing at an unprecedented pace, as leading models race toward near-zero costs per million tokens. In a new post on X, the Salesforce CEO points to dramatic price declines across the AI ecosystem, framing the shift as a structural reset rather than normal competition. Citing data from JPMorgan Asset Management, Benioff highlights how quickly costs have fallen from the early days of large language models, contrasting today’s prices with what developers were paying just two years ago. “GPT-4 in 2023: $37.50!” He says newer models now operate at a fraction of that cost,…

Rich Dad Poor Dad author Robert Kiyosaki says he’s bullish on one precious metal that’s witnessing fresh demand from the AI buildout. In a new post on X, the best-selling personal finance author says it is within the realm of possibility for silver to ignite a nearly 3x rally next year. “Silver is over $70 an ounce. Q: IS IT TOO LATE TO BUY SILVER? A: It depends. If you think silver is at an all-time high, then you’re too late. I believe silver is just getting started, and I believe $70-$200 silver could be an outside reality in 2026.…

Wedbush’s Dan Ives believes 2026 will be a breakout year for stocks at the intersection of artificial intelligence and cybersecurity. In a new CNBC interview, Ives says the story is moving beyond just the biggest AI infrastructure winners and into second and third derivative beneficiaries, with cybersecurity at the top of the list. “This is going to be the year for cybersecurity meets AI because as all these workloads are moving to the cloud, the use cases are building… Cybersecurity is going to be front and center.” He says that while the AI buildout begins with big tech and hyperscalers,…

Mark Cuban says governments and businesses need to confront the economic fallout of robotics and automation now, warning that ignoring public anxiety could lead to political and national instability. In a new post on X, Cuban warns that the rapid spread of robots and collaborative robots (cobots) will force a reckoning over how productivity gains are shared, calling for early discussion of a robot tax tied directly to usage. “We need to start discussing now what a robot tax looks like. I like a straight amount per hour of use, per robot or cobot. Doesn’t matter what the shape or…

A billion-dollar asset manager says investors should not overlook a secondary beneficiary of the AI chip boom, noting that the opportunity set extends beyond the market’s dominant winner, Nvidia (NVDA). In a new CNBC interview, Alex Morris, CEO of the $18 billion asset management firm F/m Investments, names Nvidia rival AMD (AMD)  as one of his top stock picks. Morris says he sees AMD as a complementary play rather than a direct challenger to Nvidia. “Don’t count out AMD. AMD is the sort of silver to Nvidia’s gold. And I think there’s a lot of upside there.” Data shows that…