U2:
For four years Ukraine has been resisting Russia’s full-scale invasion. Soldiers of the Khartiya Corps are among the hundreds of thousands of Ukrainians who conduct daily military operations to defend their country against the invading Russian army. This film contains footage from a documentary about Ukrainian soldiers fighting for freedom.
These signs are all over in Minneapolis right now.
Candlelight vigil in our neighborhood. 🕯️
Good data visualizations showing ICE presence versus police in Twin Cities area.
With a market cap of $4 trillion the 5% move in NVDA shares led a $200 billion increase in market cap — double the $100 billion investment.
Nvidia, a chipmaker, signed a deal to invest as much as $100bn in OpenAI, an artificial-intelligence firm, to build data centres with a capacity of 10 gigawatts. Nvidia will reportedly receive equity in OpenAI in return. The firms said the deal would power advanced AI. More than 700m people use OpenAI each week. Shares in Nvidia were up nearly 5% on Monday. — The Economist, The World in Brief, September 23 2025
You gotta spend money to make money?
Government censorship the “easy way or the hard way”. ABC, a television network owned by Disney, suspended Jimmy Kimmel’s late-night chat show indefinitely after the Federal Communications Commission’s chairman implied ABC’s broadcast licence was at risk. On Monday Mr Kimmel …
Keep reading · 1 minute: Easy Way or the Hard WayAbsolutely incredible valuation — first to $4,000,000,000,000.
Nvidia became the first company to reach a market capitalisation of more than $4trn. The chipmaker has prospered despite concerns about Mr Trump’s tariffs and the rise of Chinese artificial-intelligence firms. Shares in the American company soared by almost 3% on Wednesday before falling slightly. Nvidia’s rise has been rapid. It only hit a valuation of $1trn in 2023. — The Economist, World in Brief, July 10th 2025
And I thought NVDA was overvalued 2 years ago. Wow.
In 2023 I shared Archimedes’ famous line:
Give me a place to stand, and a lever long enough, and I will move the world.
At the time, I suggested the real “threat” to capitalism isn’t socialism or communism but is instead technology itself.
With AI, that lever just got a lot longer.
Learned a lot at “Economic Update - Tariffs & General Economic Trends” with Matt Haggerty of RSM at MnTech Tech Connect 2025.
55% chance of recession — Economist speak for “very high”. Predicted April will be the last month of positive job growth. Many false signals due to tariff “pull-ins”.
