In this special New Year update of Being Exponential, Luke Lango jumps on for a solo market briefing after one of the most chaotic first weeks to a year in recent memory. While headlines scream about volatility and an “AI bubble,” Luke explains why AI remains the North Star of the market — backed by strong earnings, accelerating chip innovation, rising data-center demand, and major breakthroughs in humanoid robotics, autonomous vehicles, and large language models. But something has changed. L...
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In this special New Year update of Being Exponential, Luke Lango jumps on for a solo market briefing after one of the most chaotic first weeks to a year in recent memory. While headlines scream about volatility and an “AI bubble,” Luke explains why AI remains the North Star of the market — backed by strong earnings, accelerating chip innovation, rising data-center demand, and major breakthroughs in humanoid robotics, autonomous vehicles, and large language models. But something has changed. L...
In this episode of Being Exponential, we break down a huge week in markets and tech — from surprising earnings to bold moves in the AI race. We dig into Michael Burry’s latest tweet on asset depreciation, why it matters for investors, and how it might signal a shift in market psychology. We also dive into SoftBank going all-in with OpenAI, what their stake signals for the future of AGI, and why they may be trimming or selling their NVIDIA position. Is it portfolio rebalancing… or a strategic...
Being Exponential With Luke Lango
In this special New Year update of Being Exponential, Luke Lango jumps on for a solo market briefing after one of the most chaotic first weeks to a year in recent memory. While headlines scream about volatility and an “AI bubble,” Luke explains why AI remains the North Star of the market — backed by strong earnings, accelerating chip innovation, rising data-center demand, and major breakthroughs in humanoid robotics, autonomous vehicles, and large language models. But something has changed. L...
