Analysis
Is China Winning the AI Race? DeepSeek's Quiet Takeover
Is China winning the AI race? Chinese models like DeepSeek now run most of OpenRouter's traffic at a fraction of US prices — here's how the …
Ai Capex
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Analysis
Raoul Pal Supercycle: Why He Sees No Bear Market
The Raoul Pal supercycle thesis argues AI capex, debt, and liquidity make a 2026–2028 bear market almost impossible. Here's the case — and …
Analysis
When Will the AI Bubble Pop? Signs to Watch in 2026
When will the AI bubble pop? The early signs to watch — capex pullbacks, credit spreads, token prices, and China's cheap open-source AI …