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Creatix / October 31, 2025 In just 35 months , NVIDIA vaulted from a roughly $400–$500B company to the first in history to reach a $5 trillion market value —a milestone achieved October 29–30, 2025 , powered by insatiable demand for AI compute that began with ChatGPT’s breakout in late 2022 and accelerated through Hopper (H100/H200) to Blackwell (B200/GB200/GB300). ( Reuters ) As dazzling as NVIDIA’s rise has been, there’s a chill in the air this Halloween season—a reminder that every bubble eventually tests gravity . The AI boom that turned silicon into gold and lifted markets to euphoric heights could, if it bursts, unleash a correction far more frightening than any Halloween horror. When the spell of infinite growth breaks, investors and companies alike may wake to realize that not every model prints money, not every GPU pays for itself, and that the world built on artificial intelligence still runs on very real economics. In the meantime, it's time to trick or treat, showcasin...

Creatix / October 28, 2025 Thesis: It's just a matter of time before most humans trust AI thinking than human thinking. For straightforward cognitive tasks —the kind where correctness is checkable (math, data reconciliation, constraint satisfaction, code linting, clause spotting)—sophisticated trust is shifting fast toward AI. This is not because sophisticated people think that AI is "wise", but because AI is  fast .  When “Thinking” Means “Compute” Most of what we call “thinking” at the workplace isn’t philosophy or emotional decision-making. It’s: Computation: multi-step arithmetic, unit conversions, time-zone math, interest accruals. Consistency checks: “Do these rows sum to the total?” “Do the dates align?” Constraint puzzles: “Can these shifts cover the store with legal breaks?” Exact retrieval: “Which contract has the 30-day termination clause?” Pattern-following transforms: “Review this log report; sort results by timestamp.” Trained humans do ...

Creatix / October 30, 2025 We can't tell if this is in fact the #1 error we make when judging other people, but it's probably high in the list. It's what psychologists call "attribution error". We attribute the behaviors of others solely or mostly to their character without taking due consideration of the context and relevant background. It's a convenient and comforting belief and we instinctively deny evidence against it. Let's take a look.  Attribution Error: Why people do what they do We routinely over-attribute people’s behavior to their character and underweight situational constraints shaping that behavior. This is the  fundamental attribution error (also called correspondence bias ).  In a classic “quiz show” experiment, the participants randomly selected to serve as the moderators preparing and asking the questions are consistently rated as smarter and more competent than the participants randomly selected to answer the questions.  We are referri...

Creatix / October 27, 2025 We foresee a dystopian pitch making the rounds in media boardrooms: " Hypercut TV",  a live channel that never lingers. Every 10–15 seconds the camera snaps somewhere new: different hosts, different sets, different micro-topics, different emotional bait. A relentless feed stitched into a “show.” It’s TikTok, but linear. Cable, but caffeinated. Seniors won’t watch  cable anymore, they will be  carried by it. And yes, it might keep cable alive, by exploiting the very brain mechanics that have been eating it. The Problem Cable Can’t Edit Around Cable’s decline wasn’t just about price or bundles. It was rhythm. TikTok, Reels, Shorts all obey a tempo tuned to the foraging brain: novelty every few beats, micro-stakes, fast resolution, immediate reset. Cable still believes in acts, segments, blocks. The hyper attention economy doesn’t. Hypercut TV says: we swipe and scroll for you grandma. You just stay tuned.  How Hypercut TV Would Work 1) The ...

Creatix / October 24, 2025 Year to date in 2025, as of late October, bonds have staged a  cautious comeback  as the Federal Reserve shifts into an  easing cycle  (cutting interest rates) and the yield curve  re-steepens . Long rates are hovering near  4% , the  term premium  has turned  positive , and credit stress looks  contained. However, the ride ahead may be bumpy because the Government is issuing about $1T in  Treasury bonds and global policies are shifting assessing risk in U.S. Treasuries.  Today’s snapshot (Oct 24, 2025): 2-year:  ~ 3.48% 10-year:  ~ 4.02% 30-year:  ~ 4.59% A year ago (Sep–Oct 2024): The 2s/10s spread was near flat—sometimes slightly positive (~+0.10%) at end-September, sometimes flat/inverted through October—after nearly two years of inversion. Spreads:   Investment grade (IG)  and high yield ( HY)  spreads  range-bound ; with easin...