Five streams. What I think about artificial intelligence, what I think about thinking, what I think about markets, what the longevity evidence actually supports, and the parts of life that have nothing to do with either. All of it published at Live Trading News.
The build-out, the quantum timeline, and what any of it is actually for.
94 recentJudgement, independence, and staying non-fungible in an AI world.
17 recentStocks, macro, ramblings and the KXCO build.
103 recent across four streamsHealthspan science, and separating the evidence from the sales pitch.
15 recentFood, travel, sport, and the unoptimised parts that refill the well.
7 recentAI is repricing competence downward. What it cannot reproduce is a life. The case for remaining non-fungible, why friction still produces the best ideas, and what it means to build AI systems that keep the human intellect in them.
KXCO scored its public AI-sector ontology against 30 days of record. 13 of 15 findings held, the dual-IPO call broke and was rewritten in public, and the 24 July buy screen returned +14.2% against +7.1% for the full table. The scorecard is anchored on-chain.
Global chip revenues hit US$796 billion in 2025 and the trillion-dollar mark is in sight, but the value sits at a handful of chokepoints: NVIDIA, TSMC, ASML, the HBM leaders, and the rare-earth supply lines beneath them all. A structural guide for investors.
Pew found 38 percent of 2013's web pages gone a decade later, and quantum computing will eventually let attackers forge the signatures that prove records authentic. Why durable history now depends on post-quantum cryptography, on-chain anchoring and verification that needs nobody's permission.
Kampot white pepper is the world's most expensive white pepper, and the health case behind it is better documented than most. A cited look at the piperine evidence on nutrient absorption, digestion, inflammation and metabolism, plus the protected origin economics that set the price.
Tokenization has two halves. The market perfected the wrapper and left the counterparty unsolved. KXCO built the other half first: one verified door in, a complete ontology so a token knows what it is, transfer checks before clearing, and signatures designed to outlive thirty year assets.
The Q2 2026 numbers show AI capital spending finally converting into revenue. AWS up 37 percent, Google Cloud up 82 percent, Azure in the low-to-mid 40s and Nvidia data center near $75 billion, with combined hyperscaler capex tracking toward $740 billion and demand still outstripping capacity. Shayne Heffernan on what carries into 2027.
Memory supply is growing about 20% a year while AI demand climbs 200%. Shayne Heffernan on the agentic workload behind the shortage, Micron's real fab timelines, the five listed names carrying the trade, and why quantum computing increases demand for classical memory rather than replacing it.