THE DAILY BRIEF FOR INVESTORS AND BUSINESS LEADERS

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Sep 20, 2026

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2 min read

When will Waymo turn a profit?

Our estimate: 2029–2030, with roughly 35,000–40,000 robotaxis completing 28–30 paid rides a day.

Who really controls AI’s computing power?

Sep 18, 2026

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4 min read

Who really controls AI’s computing power?

Google leads the estimates. By 2030, the biggest shift may be how much computing power each new chip delivers—and who keeps it.

Mike Lynn

Sep 17, 2026

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2 min read

The Fed is raising rates again

The quarter-point hike matters. The bigger issue is how long your plans assume borrowing costs will stay high.

Mike Lynn

Sep 16, 2026

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3 min read

Meta shipped the agent era

Muse doesn't chat — it does things: email, shopping, bills, forms. Wall Street loved it. The open question is whether you'll trust it.

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The story.The business stakes.Five minutes.