The “Big Short” investor revealed he’s betting against Palantir and Nvidia, calling AI a bubble. Palantir’s CEO fired back in a public feud that highlights the market’s deep divide on AI valuations. It’s a classic clash between skeptics and believers.
Vietnam’s banking sector faces growing risks from rapid lending expansion, according to Fitch Ratings. The situation could deteriorate further when the government removes longstanding credit quotas, accelerating already high leverage.
Nvidia CEO Jensen Huang initially claimed China is winning the AI race, then walked it back. The debate reveals real concerns about US energy infrastructure and China’s growing open-source dominance. Meanwhile, Anthropic’s path to profitability looks smarter than OpenAI’s spending spree.
Most companies are making the same mistake with AI that they made with the early web – treating it as a feature rather than a foundation. The real transformation happens when you move from automation to agency, where systems make decisions rather than just execute commands. This requires fundamental
Huawei absolutely dominates China’s foldable smartphone market with nearly 70% share according to new IDC data. The overall market grew 17.8% in Q3 2024, showing foldables are becoming mainstream in China. Samsung barely cracked the top five despite being a global foldable leader.
Three years after ChatGPT’s debut, 82% of business leaders now use Gen AI weekly. But the promised creative liberation has turned into a performance arms race that’s undermining long-term expertise.
Goldman Sachs’ head of AI engineering for asset management says successful AI hires need three core competencies. The combination of AI engineering, finance, and traditional software engineering creates a powerful mix that’s transforming how Wall Street operates.
UK organizations saw cyber insurance payouts jump from £59 million to £197 million in just one year. Ransomware and malware now account for over half of all claims, with major attacks on companies like Marks & Spencer pushing 2025 numbers even higher. The debate continues over whether insurance help
Short-term rental company Sonder is winding down operations and pursuing liquidation after its crucial licensing agreement with Marriott International ended. The company, which went public via SPAC in 2022, struggled with integration costs and declining revenue. Guests are reportedly scrambling to v
The AI boom is creating a statistical fog that’s making economic forecasting nearly impossible. Federal Reserve officials admit they’re walking a policy tightrope as traditional indicators become increasingly unreliable.
