Valdimir Bajic

China US AI Race: How China Is Rewriting the Rules

The AI Race Has Changed: China Stopped Chasing America and Started Rewriting the Rules Jul 2, 2026 For years, the artificial intelligence race was presented as a simple contest. Whoever built the fastest chips, trained the biggest models, and spent the most money would inevitably win. That narrative made sense when raw computing power was … Read more

AI Efficiency: The Next Breakthrough in Smarter Models

The Next AI Breakthrough May Come From Throwing Information Away Jul 1, 2026 For decades the technology industry operated under a simple assumption: bigger meant better. Larger hard drives, faster processors, more memory and eventually larger language models all followed the same philosophy. If performance stalled, the obvious solution was to add more resources. Artificial … Read more

SpaceX AI Infrastructure: The Hidden Compute Giant

SpaceX’s Quiet Transformation: The Rise of the First AI Aerospace Infrastructure Giant June 30, 2026 For decades, SpaceX was viewed almost exclusively through the lens of rockets, satellites, and Mars. Investors measured its progress by launch cadence, Starlink subscribers, reusable boosters, and ambitious timelines that often seemed to blur the line between engineering and science … Read more

The Next AI Race: Better Teachers Over Bigger Models

The Next AI Race Won’t Be Won by Bigger Models. It Will Be Won by Better Teachers. June 29, 2026 For the past several years, the artificial intelligence race has been framed almost entirely as a competition of scale. The prevailing assumption was simple: build larger models, buy more GPUs, construct bigger data centres, consume … Read more

YouTube Nostalgia Audience Is an Untapped Growth Market

The Audience Nobody Wanted Is Turning Out to Be the Audience Everyone Missed June 28, 2026 One of the stranger assumptions in modern content creation is that older audiences somehow stopped existing. For years, creators were told that everything revolved around younger viewers, shorter attention spans, faster edits, louder hooks, and an endless race to … Read more

Older Audience Engagement on YouTube Reveals Opportunity

The Audience Revealed Itself, Just as the Market Reveals Opportunity June 27, 2026 One of the more interesting aspects of this story is that it doesn’t fit the explanation most creators would immediately reach for. The standard narrative is simple: a creator studies the demographics, identifies a target audience, builds content specifically for that audience, … Read more

AI Consciousness and the Mirror Problem Explained

AI Consciousness and the Mirror Problem June 26, 2026 Every few months the same question resurfaces: How close are we to conscious AI? The question sounds straightforward, but it hides a deeper problem. Most people use the word consciousness as if everyone agrees on what it means. They do not. In many ways, the debate … Read more

Summit Therapeutics Stock and Ivonescimab Potential

Summit Therapeutics and the Gap Between Facts and Perception June 25, 2026 Markets rarely misprice facts for long. What they routinely misprice are implications. That distinction matters because some of the biggest winners in market history were never hidden. Investors could see the products, the earnings, the patents, the acquisitions, and the growth. The information … Read more

Carbon Minds, Silicon Minds, and the Consciousness Illusion

Introduction: The Most Dangerous Assumption June 24, 2026 The debate surrounding artificial intelligence often begins with an assumption that few people stop to examine. Humans place themselves in one category and machines in another. Intelligence may overlap. Reasoning may overlap. Learning may overlap. Yet consciousness, awareness, and subjective experience are typically treated as uniquely human … Read more

Contrarian Merger Investing in a Hype-Driven Market

When Common Sense Leaves the Building June 23, 2026 In this market, anything can happen, especially now that common sense appears to have packed its bags, sold the furniture, and quietly left town. Take SpaceX. It has all the markings of a modern-day Roaring Twenties story. Musk throws out profit targets that would have been … Read more