The AI Stack | A Five-Layer Cake

When Jensen Huang, the founder and CEO of NVIDIA, takes the stage, the industry listens. Not merely because NVIDIA’s market capitalization briefly exceeded $5 trillion in late 2025 — a figure that would have seemed hallucinatory just three years ago — but because Huang has an unusual gift: the ability to articulate, with the precision of an engineer and the[…]

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The transformation of Oracle into a secular winner in AI infrastructure

Oracle shares have recently experienced a remarkable surge, climbing nearly 36% in a single session after the company reported its latest earnings results that highlighted a strong artificial intelligence (AI) pipeline and unprecedented cloud contract growth. Despite missing consensus earnings estimates, the enthusiasm from investors is tied to Oracle’s extraordinary backlog growth, highlighting its transformation into a key player in[…]

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The Incredible AI Bubble of 2025. An Economic Curious Perspective and Some Thoughts

The global financial markets in 2025 are witnessing what many experts now term an unprecedented “The Incredible AI Bubble of 2025… Or, better, the Everything Bubble.” This bubble spans multiple asset classes—stocks, housing, cryptocurrencies, and bonds—reflecting extreme overvaluation and fragility reminiscent of past manias but magnified in scale and complexity. The term “Everything Bubble” itself captures a zeitgeist of broad[…]

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Everyone’s Earning Crazy Money With AI… But HOW?!

If you’ve been anywhere near social media lately, you’ve seen it: “This guy made $10,000 (€9,170) in a month with ChatGPT!” “She built an AI side hustle that replaced her 9–5 in 90 days.” “AI tools helped him launch a business in 3 weeks.” It sounds amazing. It sounds easy. It also sounds… suspiciously vague. 💡 Introduction — Cutting Through[…]

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The Rise of AI Agents. How Autonomous AI is Redefining Work in 2025

In 2023, ChatGPT turned heads. In 2024, AI copilots entered the mainstream. But in 2025, it’s the AI agents that are quietly redefining the future of work. Unlike traditional chatbots or LLM-powered assistants that require human prompting, AI agents are autonomous—capable of making decisions, taking actions, and pursuing complex goals with minimal oversight. Whether you’re a freelancer, software engineer, marketing[…]

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