Discover your next idea.
The latest thinking from the Tilt marketplace: fresh research, trending indices, and the people building them.
Discover your next idea.
The latest thinking from the Tilt marketplace: fresh research, trending indices, and the people building them.
Trending
Slight Correction in AI Market
We AI is valuable but not worth the current valuation — Enterprise investment in AI has been astronomical. But now the bill is due and they're not seeing the RoI they were promised. Tons of money was raised basically because of the game theory of Artificial Super Intelligence. Even if the odds...
+32.15%1y
Every Robot Needs Bearings
The market cannot yet tell you which robot form factor, OEM, or actuator architecture wins. It can tell you one thing with near certainty: whatever gets built will be full of bearings. Every motor and every joint in a robot requires at...
+33.72%1y
The Datacenter Supercycle
For most of the last decade, datacenter investment was a quietly growing line item — important, but unglamorous. That era is over. We are now in the middle of what analysts are calling a datacenter supercycle, a sustained, decade-long...
-32.64%1y
To AI and beyond
Executive Summary The fundamental limit on global economic expansion is no longer algorithmic ingenuity or software distribution; it is thermodynamics, critical materials, and industrial infrastructure. As artificial intelligence advances...
-22.75%1y
Community-focused protocols shift surplus
The core bet is a change in where value accrues. For fifteen years, the economics of the internet rewarded intermediaries that owned distribution and identity — the app stores, the ad networks, the algorithmic feeds. A creator or small...
+9.98%1y
The AI Trade After the Obvious Part
The easy AI thesis is no longer scarce. Everyone knows the large models matter. Everyone knows @Nvidia matters. Everyone knows hyperscaler capex matters. Everyone can say “agents,” “compute,” “power bottleneck,” and “data centers” without...
+27.60%1y
Small caps AI stocks
Most of the small-cap AI trade is sentiment. The names that move have a story about AI but no revenue tied to it. I want the opposite: small and mid caps whose reported segment revenue or backlog is already contracted to the datacenter...
Fresh research
+6.92%1y
Invest in Ideas Before They Become ETFs
The world changes daily. Markets react just as fast. Traditional investing was built for yesterday. A Tilt is a strongly held belief. A company is no different. This is ours. Tilt begins with a simple view of the world: investing should...
#robotics@wall-street#ai
+6.59%1y
The AI Power Bottleneck
The view Al's next constraint will not be intelligence. It will be electricity. The blend #datacenter-buildout + #nuclear-renaissance The expert signal Follow @aiDotEngineer as the infrastructure required to build and deploy Al evolves....
-32.64%1y
To AI and beyond
Executive Summary The fundamental limit on global economic expansion is no longer algorithmic ingenuity or software distribution; it is thermodynamics, critical materials, and industrial infrastructure. As artificial intelligence advances...
-6.33%1y
Incalculable
NVIDIA began its career as a company specializing in graphics computing, a leading player in this field that enabled gamers around the world; it has now abandoned gamers and developers to concentrate on AI data centers, which are...
+0.00%1y
Indexes are great, but...
It's full of fat and you're giving the companies maintaining the index ETFs free money to do nothing. It's full of useless duplicate companies that only exist to drag down the entire group. Just like the worst performers of a classroom or...
-26.33%1y
The Pinnacle of Personalization
AI, actually Generative Artificial Intelligence, has already shown an ability to quickly get a clear sense of individual wants, needs, and tendencies. That has already been applied to a range of marketing activities that can be...
+27.60%1y
Small caps AI stocks
Most of the small-cap AI trade is sentiment. The names that move have a story about AI but no revenue tied to it. I want the opposite: small and mid caps whose reported segment revenue or backlog is already contracted to the datacenter...
-22.75%1y
Community-focused protocols shift surplus
The core bet is a change in where value accrues. For fifteen years, the economics of the internet rewarded intermediaries that owned distribution and identity — the app stores, the ad networks, the algorithmic feeds. A creator or small...
-21.63%1y
AI Sanity
The same screenshots and thousand-word AI critiques people forward around are the noise of a technology being adopted faster than anyone can narrate it. Messy adoption is what real adoption looks like early. The people dumping @Claude...
-16.07%1y
AI Psychosis
People drop thousand-word AI critiques into my @Notion docs without reading the page. I get screenshots in ten-point font captioned "here's what @Claude thinks," and pull requests so big the sender clearly never re-read them. My company...
-2.92%1y
Software is dead
Software Is Dead. Long Live Software. An investment thesis written as a protocol — for a reasoning agent, not a pitch audience. Read the claims, apply the screen, check the falsifiers. Purpose Identify companies whose value derives from...
+0.40%1y
Slight Correction in AI Market
Enterprise investment in AI has been astronomical. But now the bill is due and they're not seeing the RoI they were promised. Tons of money was raised basically because of the game theory of Artificial Super Intelligence. Even if the odds...
-2.02%1y
The last inelastic thing
The big five #hyperscalers have guided analysts toward something in the range of $700 billion in capital expenditure for 2026, roughly 2% of US GDP and more than the combined military budgets of Germany, France, the UK, Japan, Italy and...
+6.03%1y
Behind-the-Fence Power
The constraint on AI capacity is shifting from chips to siting and power — and the binding limit is now political, not technical. Two things happened in this window: local opposition to data centers converted into electoral consequences,...
-31.51%1y
AI Won't Lift Software Evenly. It Will Split It in Two.
The consensus on AI and software is a rising-tide story: models get better, every application gets more valuable, the whole category floats up together. That story is half right, and the wrong half is the expensive one. AI doesn't lift...
+9.98%1y
The AI Trade After the Obvious Part
The easy AI thesis is no longer scarce. Everyone knows the large models matter. Everyone knows @Nvidia matters. Everyone knows hyperscaler capex matters. Everyone can say “agents,” “compute,” “power bottleneck,” and “data centers” without...
+33.72%1y
The Datacenter Supercycle
For most of the last decade, datacenter investment was a quietly growing line item — important, but unglamorous. That era is over. We are now in the middle of what analysts are calling a datacenter supercycle, a sustained, decade-long...
+32.15%1y
Every Robot Needs Bearings
The market cannot yet tell you which robot form factor, OEM, or actuator architecture wins. It can tell you one thing with near certainty: whatever gets built will be full of bearings. Every motor and every joint in a robot requires at...
-14.11%1y
Vibe coders go viral
The influencer economy is becoming a builder economy. The unit of software production just collapsed For thirty years, shipping a real product required a team. Someone to design it, someone to build the frontend, someone for the backend,...
-29.81%1y
AI for Healthcare
We believe the next wave of enterprise software will come from AI products built for specific industries rather than general-purpose tools. Healthcare is particularly attractive due to its large administrative burden, fragmented software...
+32.66%1y
The Cheap Intelligence Portfolio
The AI trade is usually framed too narrowly. Most investors ask which model wins, which chatbot wins, or which app becomes the next platform. Those questions matter, but they miss the larger point. The better question is: what happens if...
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