Latest Insights on THO

What's holding back companies from employing more AI agents? Why Isn’t AI Replacing More Workers? Given recent advances in AI, you'd think companies would replace workers as fast as they could. Ian explains why that's not happening... yet.
Small Gains vs. Big Losses
by Tim Sykes August 5, 2026 Tim Sykes Daily
For years, I’ve taught students to do something that goes against the entire trading industry… Start small. My haters on social media LOVE to call me out for it. Especially when you can open X any day of the week and find someone tweeting screenshots of 5- and 6-figure wins.
My Thoughts on Going All In
by Tim Sykes August 4, 2026 Tim Sykes Daily
Let me put this as bluntly as possible… This is what I think about going all in… NO! The same goes for using leverage without proper risk management. What happened last week with Leopold Aschenbrenner’s hedge fund, Situational Awareness, is sad. The fund was up 450% YTD in early July.
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 could Elon Musk's recent aquisition change the way data centers are powered? The Cost of Waiting Power has become one of the biggest challenges facing the AI industry today. Ian says this explains Elon Musk's surprising acquisition.

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