Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
Anthropic says it has uncovered what amounts to an industrial-scale “free ride” on one of America’s best AI models. In…
Key Insights (AI-assisted): Southeast Asia’s accelerating fleet management adoption signals a rapid maturation of commercial vehicle IoT in emerging markets.…
Free-market capitalism still delivers the goods. But its political coalition is fracturing — and that should worry anyone who cares…
January saw Americans grow markedly more pessimistic about the economy. The Conference Board reported that its Consumer Confidence Index fell…
Note: As of January 31, 2025, data for four of the 24 components of the Business Conditions Monthly indicators have…
Key Insights (AI-assisted): By collapsing multiple smart home protocols onto a single LoRa-based silicon and SDK stack, Semtech is effectively…
Key Insights (AI-assisted): This partnership signals a deeper convergence between hyperscale-cloud-native IoT connectivity and traditional enterprise tech advisory channels. Embedding…
Key Insights (AI-assisted): By aligning a specialist IoT platform with a Tier-1 U.S. carrier, this move accelerates consolidation around federated,…
Key Insights (AI-assisted): Sequans’ move into 5G eRedCap and licensable RF/modem IP underscores how IoT value is shifting from discrete…
The Atlantic recently ran a story headlined “He Was Homeschooled for Years, and Fell So Far Behind.” It profiles Stefan…
It used to be said that the sun never set on the British Empire, so far-flung were its possessions. Britain…