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Endless Wars and Endless AI ...How I Am Following Along

Join us in May for The Cashtag Awards at The NYSE

Good morning everyone…

Before I get started I wanted to welcome all the new readers to my newsletter. Do tell your friends.

For those new here I do a weekly podcast now called the Howard Lindzon show you can find on Youtube. I try and cover the 3-5 most interesting market topics of the week.

I share my market thoughts on Stocktwits and if I actually make a trade or investment I share it there in real time.

Onward…

I am trying to stay up on the Iran war but my go to for real-time news - Twitter - has too much noise and opinion. You are always one click awaty from a sea of hate and rage bait. As much as a mess as Twitter has become with the bad algo and shadowbanning, this war seems to have further broken it. I call this new era of Twitter ‘slop squared’…

I find myself watching Youtube videos explaining the importance of The Strait of Hormuz. Thank goodness for YouTube.

This Odd Lot’s podcast discussing ‘the strategic trap’ of the Iran war was a good listen.

I am in some Whatsapp and group texts groups with Israeli and Iranian friends.

I follow price over news and headlines always, but the markets are hard to read because if oil spikes and markets tank, you can expect Trump to ‘truth’ that the end of the war is minutes away.

It feels like a slow motion crash right now because everything feels manipulated and it is why I wrote on Friday ‘Is It Too Late To Panic’.

I have no idea how to gauge the success or popularity of the war and even Trump other than watching his stock $DJT ( ▼ 0.92% ) . The stock is now down 95 percent from it’s highs and an all-time low. This graphic brings home the grift pretty well…

I would feel better about the country, the war and our leadership if this chart was going up and to the right and the business was profitable. It seems impossible that a company with all this free media and attention could perform this badly. It is as if this company sucks on purpose which of course makes me worry about the US strategy for everything.

I hope this war is not endless, but it is feeling that way and the ‘yes sir’ cabinet is something to worry about.

If it is not the war, it is AI that I am being blitzed with.

My AI diet is much better curated and easier to follow.

My friend Om is reading everything and is skilled at covering major tech breakthroughs. I am grateful that he is sharing his thoughts often.

Just this week were four gems …

  1.  The Open AI Race to IPO - read it all.

  2. The OpenClaw Revolution … and the Mac Mini is the new Latte…

OpenClaw is a free, open-source AI agent built by Austrian developer Peter Steinberger. It started as a weekend project in November 2025, originally called Clawdbot, went through a rename to Moltbot after a trademark complaint from Anthropic, and landed as OpenClaw at the end of January 2026.

You connect it to whatever AI model you prefer. It runs on your own machine. You talk to it through the messaging apps you already use, including Slack, WhatsApp, Telegram, iMessage, and Discord. And then it does things. Typical chatbots answer questions. It acts. It clears your inbox, makes reservations, tracks your calendar, executes tasks on your behalf while you are doing something else.

By March 2026, it had crossed 247,000 stars on GitHub. Steinberger has since been hired by OpenAI to work on personal agents, and the project has moved to a foundation. The lobster, as they say, has molted. Ironic, the movement’s Jesus has ceded control to his apostles.

Across the planet, everyone is tinkering.

The Mac Mini has become the unofficial hardware of the OpenClaw moment. People are buying the Apple desktop with a single purpose: a dedicated machine to run their agent, separate from their main computer, connected to a free or cheap open-source model. The SF Standard called the Mac Mini bro the new matcha latte guy. Oy vey!

  1. How AI Goes to Work - Lot’s of hype discussed but the disruption is in the workflow.

  2. Jensen’s Trillion Dollar Token Factory …

The twist in the tale, or should I say, fly in the ointment is that sixty percent of Nvidia’s revenue comes from four hyperscalers and Apple. Those same five (Google, Amazon, Microsoft, Meta, Apple) are building their own AI chips as fast as they can. 

Google has TPUs. Amazon has Trainium. They are Nvidia’s best customers and its most motivated competitors simultaneously. 

The whole-data-center ambition Jensen laid out at GTC requires those hyperscalers to keep buying Nvidia instead of building their own stack. As explained above, the  Groq acquisition and the inference push are partly a response. Nvidia is trying to deliver something on inference that hyperscaler custom silicon can’t yet match. 

For now, he has the right story. And the leather jacket. And very loudly he is saying this $216 billion (in revenues) company has its next trillion figured out.

Enough for today..

Have a great Sunday.

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