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Cutting Through
The Noise

AI, Tech, Bitcoin, Crypto, Markets — and the signals that matter

Lisa Tamati
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AI 28/03/2026

The Terrafab Gambit: When 50x Compute Meets the End of Human Driving

Peter Diamandis, Dave Blundin, Alex Wiesner-Gross, and Salim Ismail unpack Elon's 1-terawatt compute play, the death of human driving, terminal value collapse, and machines that design machines.

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AI 28/03/2026

Physical AI Is Coming To Healthcare — And It's Closer Than You Think

Humanoid robots are moving from factory floors into hospitals and aged care. The WHO projects a 10–15 million healthcare worker shortage by 2030. Here's why physical AI is the only answer that scales.

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Macro 27/03/2026

Why Oil Is Screaming 'Buy Bitcoin' — And the Smart Money Is Listening

Oil broke down when every conventional analyst had $120+ penciled in. Stablecoins are flipping the payment infrastructure. AI agents are about to transact trillions on crypto rails.

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Macro 24/03/2026

Why Wall Street's Frozen While the Market Burns

The S&P broke its 200-day moving average. Credit is deteriorating. Analysts are paralysed by tariff PTSD. Jordi Visser explains what's really happening — and how to position.

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Macro 23/03/2026

Stagflation 2.0: Why Jordi Visser Thinks This Is the 1970s With an AI Twist

Silver up 60%. Oil up 60%. DRAM up 500%. Jordi Visser sees a multi-year commodity supercycle colliding with AI deflation — and Bitcoin in the middle of it all.

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AI 20/03/2026

The Humanoid Robot Inflection Point: Why This Is Happening Faster Than Anyone Thinks

Humanoid robots are no longer a future concept. BMW has them on production lines. Tesla is converting factories to build them at scale.

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Macro 20/03/2026

Jordi Visser's Turbulence Model and Why the Next Rally Starts in Private Credit

Jordi Visser has identified the exact mechanism that could trigger Bitcoin's next major supercycle — hiding in a place most crypto investors aren't looking.

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