While We Were Processing AI, Quantum Arrived
15 June 2026
Last month, several stocks in my quantum computing portfolio suddenly jumped between 12% and 39% over just two days. The reason: the Commerce Departme…
The SpaceX IPO, SPaaS, and Why the Rocket Isn't the Point
22 May 2026
My wife occasionally wanders into my office early in the morning to find me talking to Claude on one screen while a collection of very colorful, const…