SUNDAY RUMINATIONS March 1, 2026 The Ground Is Shifting. Most People Haven’t Looked Down Yet.

Read more 👉 medium.com/@care_35760/...

#AI #CapitalFlows #Infrastructure #Y2AI

The Great Bypass How AI Killed $285 Billion in Software

AI isn’t helping SaaS — it’s replacing it.
$285B exited software in 48 hours as markets rotated hard into AI infrastructure.
The work stays. The toll booths don’t.
Full breakdown here → medium.com/@care_35760/...
#AI
#SaaS
#MarketRotation
#TechStocks
#Y2AI

Y2AI Weekly: What We Learned Building a Regime Detector in Q4 2025 January 1, 2026

This is about seeing transitions early, not predicting tops.
Full write-up : open.substack.com/pub/onesmart...
#AI #Markets #Investing #CapitalRotation #Macro #RiskManagement #FinTech #Y2AI

Y2AI Weekly: What We Learned Building a Regime Detector in Q4 2025 January 1, 2026

This is about seeing transitions early, not predicting tops.
Full write-up : medium.com/@care_35760/...
#AI #Markets #Investing #CapitalRotation #Macro #RiskManagement #FinTech #Y2AI

Y2AI Weekly | December 29, 2025 The Splintering

While prices and volatility suggest stability, structural data points to a growing challenge to the AI infrastructure thesis.

#Y2AI #AIInfrastructure #MarketStructure #CapitalRotation #MacroSignals #AITrade #RiskManagement #Investing #MarketInsights