In 2026, major AI companies like SpaceX, Anthropic, and OpenAI are going public, revealing how capital controls AI development, with risks spreading through a circular financial system.
Capital: The Lever Beneath the Levers
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Economics
73 posts
The $60 Billion Bargain: Why Cursor Could Be a Steal for SpaceX
SpaceX’s recent $60 billion all-stock purchase of AI coding startup Cursor marks a strategic move with significant implications for AI and tech industries.
Capital: The Lever Beneath the Levers
Analysis of how capital funding drives AI development, with recent public offerings revealing risks and circular funding loops in 2026.
Forezai · TradingAgents: A Trading Firm Made of Agents
Forezai introduces TradingAgents, a multi-agent research framework that mimics a trading desk with specialized, debating AI agents overseeing decision-making.
Forezai · TradingAgents: A Trading Firm Made of Agents
Forezai introduces TradingAgents, a multi-agent research system mimicking trading desk organization to improve decision-making and reduce overconfidence in AI models.
Forezai · Polybot: When the AI Disagrees With the Odds
Polybot, an open-source AI trading experiment, attempts to identify when its probability estimates diverge from market prices, highlighting risks and limitations.
Forezai · Polybot: When the AI Disagrees With the Odds
Polybot, an open-source AI trading experiment, tests when an AI’s probability estimates diverge from prediction market prices, highlighting risks and insights.
Data: The One Thing You Can’t Rent
As AI models reach data scarcity, the industry shifts to fencing and owning unique data, making data the new critical chokepoint in AI development.
The Menu: What Ten Answers Reveal
A detailed analysis of how ten jurisdictions respond to AI and automation, revealing patterns, contrasts, and the challenges ahead in managing economic transition.
Data: The One Thing You Can’t Rent
AI industry shifts focus to scarce, verified data as compute and web content become commoditized, with ownership and licensing now key.
