Frontier AI labs are approaching public markets at extraordinary valuations. The harder question is whether the companies building the models will capture the profits.

Buying computing capacity is not the same as being able to run it. The next constraint is increasingly the electricity, equipment and institutional capacity needed to turn server plans into operating infrastructure.

Daily update on the Information Geometry investment thesis. Slight weakness with the portfolio declining 0.09%. GOOGL led with a +0.14% move, while AAPL lagged ...

Daily update on the Information Geometry investment thesis. Slight weakness with the portfolio declining 0.00%. GOOGL led with a +0.00% move, while AAPL lagged ...

Daily update on the Information Geometry investment thesis. Modest gains with the portfolio gaining 0.17%. META led with a +1.05% move, while AAPL lagged at -2....

Daily update on the Information Geometry investment thesis. Modest gains with the portfolio gaining 0.06%. GOOGL led with a +0.69% move, while META lagged at -1...

Daily update on the Information Geometry investment thesis. Slight weakness with the portfolio declining 0.43%. GOOGL led with a -0.27% move, while META lagged ...

Daily update on the Information Geometry investment thesis. Slight weakness with the portfolio declining 0.09%. GOOGL led with a +0.14% move, while AAPL lagged ...

Daily update on the Information Geometry investment thesis. Modest gains with the portfolio gaining 0.23%. META led with a +1.10% move, while AAPL lagged at -0....

Daily update on the Information Geometry investment thesis. Slight weakness with the portfolio declining 0.10%. AAPL led with a +0.13% move, while META lagged a...