Being contrarian in 2026 might mean being bullish. Here’s the strongest version of the bull case — Ives’s “supercycle,” the Jevons paradox, and why the capex-vs-revenue gap may be a timing problem.
IonQ trades near 100x sales. Rigetti above 800x. Insiders have sold ~$931M net. Here’s what the credible voices — Huang, Aaronson — say about whether the tech is close.
When Michael Burry deregisters his fund to short Nvidia full-time and Ray Dalio starts citing 1929, the “AI bubble” talk has stopped being fringe. The voices and the data.
Three of the biggest IPOs in history are landing in one quarter. The valuations are staggering. So are the operating losses. Not financial advice — just eyes open.
Yes, “$180K isn’t enough” is a hell of a sentence. But the actual story — AI hollowing out the tech middle while the frontier prints billionaires — is not funny at all.
On June 29 California became the biggest US government Claude deployment going. Half-price Claude for every agency — and a pointed contrast with the Pentagon.
A plain-English field guide to 2026 AI buzzwords: what agentic, vibe coding, GEO, and the rest actually mean when you read the small print.
19 min read Twelve months ago, picking an AI assistant for your business meant picking between ChatGPT and “everything else.”