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The Odyssey turned me into an IMAX believer

After seeing Christopher Nolan’s The Odyssey for the first time early last week, I came away impressed, but somewhat conflicted about two of the film’s more fantastical set pieces. While those scenes were beautifully crafted and tremendously acted, there was something a little bit off about the way they hit my eye. I spent days […]

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Tesla beat Q2 delivery estimates and the stock fell. Wednesday’s earnings face the same problem.

Tesla delivered 480,126 vehicles in the second quarter, beating Wall Street estimates with a 25% year-on-year increase. The stock dropped. That reaction tells you everything about where expectations sit ahead of Wednesday’s earnings report. A beat is now the baseline. If exceeding delivery targets does not trigger a rally, meeting or slightly beating bottom-line earnings […]

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Tesla beat Q2 delivery estimates and the stock fell. Wednesday’s earnings face the same problem. Read More »

SpaceX in your index fund, explained

Index funds are touted as one of the safest ways to invest. Rather than picking and choosing individual stocks, index funds let you bet on the market as a whole. So what happens when a company like SpaceX – a giant gamble, and, in my opinion, terribly overpriced – is fast-tracked into the Nasdaq-100? Does […]

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AI’s most important protocol is getting a little bit easier to use

The Model Context Protocol (MCP) is one of the basic building blocks of AI interoperability, giving AI models a secure way to access external data sources and services. It’s the plumbing that lets a chatbot reach into your calendar, your database, or your internal tools, instead of engineers building custom pipes for every connection. Next […]

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