Missed my mid-year 2026 predictions livestream? What are you waiting for, watch it here! You’re welcome.
I graded my own homework on the data center bubble, big tech, and the Anthropic vs. OpenAI arms race, because apparently accountability is my whole personality now. I also got into why franchise fast food is getting wrecked by GLP-1s, which, spoiler alert, I called months ago. Again, you’re welcome!
And yes, I’m once again reminding you that GLP-1s will out-impact AI on society. Write it down this time.
Paid subscribers get access to this livestream replay, only on Substack. Join us!
