Tagged: opinion
9 posts
OpinionAkash Network Pitches the Homenode Thesis, Betting Personal GPUs Will Power AI
On July 9, 2026, decentralized cloud computing platform Akash Network published what it calls the "Homenode Thesis" on X, outlining a future where individuals run GPU hardware at home, use it for their own AI workloads,
OpinionGlobal Wealth Tax Fails Before It Starts
On June 25, 2026, Reason published an analysis dismantling the latest push for a coordinated global wealth tax, an idea that resurfaces every few years with fresh academic backing and the same fatal flaw. The proposal, m
OpinionCerebras Stock Drops 11 Percent Despite 92 Percent Revenue Growth
Cerebras Systems (CBRS) posted $249.7 million in first-quarter revenue on Monday, a 92% jump from the same period a year ago. The stock fell 11% in after-hours trading anyway. The culprit was a two-to-three percentage po
OpinionThe Magnificent Seven Drawdown and the Concentration Trap
The seven stocks that carried the S&P 500 for three consecutive years have shed more than 25% from their December 2024 highs. Apple, Nvidia, Microsoft, Amazon, Meta, Tesla, and Alphabet, collectively worth north of $15 t
OpinionRothbard's War on Scientism and the Illusion of Mathematical Economics
Murray Rothbard never minced words about the misuse of mathematics in economics. In a 1960 essay and throughout his career at the Mises Institute, the Austrian economist argued that formal models, econometric regressions
OpinionAmerica's Homeless Count Fell, but the Real Story Is Migration Math
On June 2, 2026, Reason magazine reported what the Department of Housing and Urban Development (HUD) had quietly confirmed weeks earlier: the national point-in-time homeless count dropped for the first time in years. Hea
OpinionProperty Rights, Not Zoning, Should Settle the Data Center Debate
Subsidy boosters and NIMBY moratoriums both get data center siting wrong. Property rights and nuisance law, not zoning boards, should decide where the AI boom builds.
OpinionHistory Rhymes on AI, But the Smart Money Holds Steady
The Pomp Letter thesis is well-known: AI shows bubble characteristics historically, but top allocators remain committed.
Opinion$500K Damages for False Report of Assault to Police
A New York appellate court upheld $500,000 in damages against a defendant who filed a false report of assault with police, marking one of the largest civil penalties for fabricated criminal accusations in recent New York