Latest Insights on NVO

How much closer have we gotten to artificial general intelligence over the last six months? The Pieces of AGI Are Falling Into Place Ian says that when we stop looking at AI breakthroughs in isolation, it paints a clearer picture of just how close we are to AGI.
How is our electrical grid holding us back from winning the AI race? Chart of the Week: The AI Boom Is Running Into a Wall Some data centers being announced today may take a lot longer to come online than you might expect. Ian shares a chart that explains why.
How much do we really know about how AI thinks? Chart of the Week: AI Is a Black Box Anthropic's newest AI models lasted only days before being taken offline. Ian says this highlights a much bigger issue...
Smart Trader’s Guide to the SpaceX IPO
by Tim Sykes June 9, 2026 Tim Sykes Daily
We’re about to witness the biggest IPO in history. To put things in perspective… The biggest IPO before SpaceX was Saudi Aramco, which raised $25.6 billion in 2019. The SpaceX IPO dwarfs that. Even if you add the top three IPOs together: Aramco, Alibaba (BABA) and SoftBank (roughly $68 billion combined)… It doesn’t come close to the $75 billion SpaceX is targeting.
How is AI changing the way humans interact with the internet? The Strange New Filter Taking Over the Internet Ian says a growing lack of trust in how content is produced online is leading to one of the strangest side effects of the AI boom so far.

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