Tesla vs. Waymo: Which Robotaxi Vision Will Win the Road?
Tesla and Waymo are taking radically different paths to dominate the robotaxi market. Vision-only vs. sensor fusion. Here’s how they stack up—and which model may win.
Strategy Notes
Smart takes on emerging trends across tech, markets, policy, and culture—backed by data, explained with clarity.
Deep. Focused. Strategic.
Circle's 700%+ Stock Surge: A Comprehensive Analysis
Circle (CRCL) surged 700% post-IPO, marking one of the biggest public debuts in decades. Here’s what drove the boom—and what it means for stablecoins, investors, and Wall Street.
Why the Iran Conflict Is Supercharging Defense AI Stocks
The Iran conflict is accelerating global defense tech investments—AI-driven firms like Palantir and Anduril are leading the charge.
Why ‘Made in Mexico’ Is the New ‘Made in China’: Inside the Nearshoring Boom
U.S. companies are rapidly shifting production to Mexico amid rising China tensions and supply chain risks. Here’s how nearshoring is reshaping global manufacturing.
U.S. Markets in June 2025: Between Resilience and Risk
Inflation slows, AI stocks soar—but policy risks and volatility remain. Here’s what’s shaping the U.S. markets in mid-2025.