What happens when AI starts building itself?

Richard Socher’s new $650 million startup wants to build an AI that can research and improve itself indefinitely — and he insists it will actually ship products.
Lovable just backed a company that’s looking to bring vibe coding to hardware

Hardware company Atech raised $800,000 in pre-seed funding, including from a16z’s scout fund, Sequoia Scout Fund, and Nordic Makers.
Cerebras IPO makes billions for Benchmark but VC Eric Vishria almost didn’t take the meeting

Benchmark almost never backs hardware startups. So Eric Vishria dragged his feet ten years ago before agreeing to hear Cerebras’ pitch.
Elon Musk’s SpaceXAI has been bleeding staff since its merger

More than 50 employees have reportedly left Elon Musk’s newly merged SpaceXAI since February, raising questions about burnout, leadership changes, talent poaching, and whether liquidity events weakened retention incentives.
OpenAI says Codex is coming to your phone

The update gives users enhanced flexibility over how they can manage their workflows.
Complex Problems Require Custom Solutions, Part 2

By Dan Zolet, CFA A couple of months ago, we discussed in our Strategic View how more nuanced investment problems require equally nuanced investment solutions. That piece focused on income-oriented portfolios within a goals-based framework. This week, we are tackling another complex challenge: concentrated stock positions. The Risk of Concentration When a single stock becomes […]
Clawdmeter turns your Claude Code usage stats into a tiny desktop dashboard

A new open source gadget called Clawdmeter turns Claude Code usage stats into a tiny desktop dashboard for AI coding power users.
YouTube viewers watch 2 billion hours of Shorts on TVs each month

Short-form video is built for mobile, so it may seem counterintuitive, but it’s true: YouTube Shorts are becoming quite popular on the big screen.
OpenAI is reportedly preparing legal action against Apple; it wouldn’t be the first partner to feel burned

According to Bloomberg, OpenAI has enlisted an outside law firm to work through its options.
ETFs to Navigate the Tech Euphoria and Inflation Collision

With the U.S. economy grappling with persistent energy shocks and rising electricity costs, inflation expectations for the next five years have climbed to their highest levels in four years. For financial advisors, the challenge is shielding client portfolios from eroding purchasing power. Now is an ideal time to consider ETFs designed to help combat the […]
Tech Is Hot, But Don’t Ignore The Income Component

With the artificial intelligence (AI) stock rally broadening to include names beyond the magnificent seven, the Nasdaq-100 Index (NDX), as of May 12, sported a year-to-date gain of more than 16%. That’s more than enough to appease many investors, perhaps prompting them to ignore the index’s scant dividend yield of 0.40%. Still, some investors want […]
Tide Is Turning in Favor of Clean Energy Stocks

Roughly four and a half months into 2026, it’s widely known that the energy sector is the best-performing group in the S&P 500. The war in Iran is playing a big part in that movie, as higher oil prices are propelling an array of fossil fuels stocks. Don’t leave clean energy equities and ETFs such […]























