Insights
Markets, AI, and investing
Perspectives from the team building AI investment intelligence.
- MacroLens
After War, AI, GPUs and IPOs — What Comes Next?
The first act of the AI cycle rewarded the pioneers. The second may reward the enablers — the grid, industrial automation, cybersecurity and physical AI infrastructure where the next trillion dollars of capital could flow.
Why evidence-backed research beats confident answers
In finance, a conclusion is only as good as the evidence behind it. Here is why Investilo shows its work.
- MacroLens
SpaceX, OpenAI & Anthropic: Are Investors Already Paying For Perfection?
A valuation reality check on tomorrow's most hyped IPOs. Three companies approaching or exceeding trillion-dollar valuations before public markets have tested their economics — and why the price paid may matter more than the businesses themselves.