On this week's Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right now More
Podcasts
Anthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026
Anthropic's revenue just exploded from $1 billion to $30 billion in 15 months. Here's what it means for AI investors and why the Anthropic IPO could dwarf both OpenAI and SpaceX. More
Why AI Infrastructure Stocks Could Be the Smartest Buy in a Flat 2026 Market
As Wall Street turns volatile and selective in 2026, AI infrastructure stocks may offer the clearest edge. Here’s why chips, networking, and data-center plays could outperform. More
The Iran Conflict Is Reshaping Every Market Right Now
Markets are moving fast, but not every headline deserves a portfolio change. In this issue, we separate short-term war volatility from the longer-term forces still shaping investor returns: the AI spending boom, rising defense budgets, hard-asset tailwinds, and the growing economic impact of AI-driven job cuts. More
When Abundance Becomes Disruption: The AI Spending Migration Begins
Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes obvious. More
AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI agents, automation, and autonomous workflows. More
Bitcoin as Digital Gold? Why the Safe-Haven Thesis Is Being Tested
Bitcoin was built to be “digital gold,” offering shelter from inflation and currency turmoil. But in today’s storm of de-dollarization and rising inflation, gold is soaring while Bitcoin lags. Discover why Bitcoin’s safe-haven thesis is under the microscope, what experts predict for the future of Bitcoin, and whether the world’s top crypto can still become the next gold-standard asset for investors seeking stability. More
