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Finance & Banking · 3 min read

BofA Survey: Institutional Investors Say AI Rally Is a Boom, Not a Bubble

Bank of America's June 2026 fund manager survey finds 56% of institutional investors call the AI stock cycle a 'boom,' not euphoria — signaling professional money still sees runway in the trade.

Jun 17

Transportation & Logistics · 3 min read

Westwell Brings AI-Native Logistics Inside the Airport Fence

Westwell has secured air cargo contracts at Fuzhou and Xiamen airports in China, deploying autonomous cargo tractors and an AI runway inspection system — the first systematic application of port and factory AI logistics to aviation ground operations.

Jun 13

Creative & Media · 3 min read

Google's Gemini Omni Can Generate Lifelike Video — and It's Aimed Squarely at Sora

Google unveiled Gemini Omni at I/O 2026, a universal creative model generating lifelike video that draws on Google's full knowledge stack — a direct challenge to OpenAI's Sora and Runway.

May 20

Creative & Media · 4 min read

Runway Pivots from AI Video to World Models, Reports $40M ARR Gain in Q2 2026

Runway added $40M in ARR in Q2 2026 and is pivoting from AI video tools toward world models — AI systems that learn physics and causality from video rather than text.

May 16

Creative & Media · 3 min read

Runway's CEO Says Make 50 Movies for $100M Instead of One Blockbuster. Hollywood Is Not Ready for That Math.

Runway CEO Cristóbal Valenzuela argues AI video tools should push studios toward 50 lower-cost films instead of one $100M tentpole — but the math runs into Hollywood's real bottleneck: audience attention, not production cost.

Apr 24

Creative & Media · 3 min read

Runway CEO: AI Lets Hollywood Produce 50 Films for the Cost of One $100M Blockbuster

Runway CEO Cristóbal Valenzuela argues studios should redirect $100 million blockbuster budgets into 50 AI-assisted films—a portfolio diversification argument that reflects where production cost curves are heading.

Apr 22

Creative & Media · 2 min read

Runway CEO Says AI Could Let Hollywood Produce 50 Films for the Cost of One Blockbuster

Runway's CEO says AI can let studios produce 50 films for the cost of one blockbuster — changing the risk calculus on creative content investment in Hollywood.

Apr 19

Creative & Media · 2 min read

Runway CEO: Make 50 Films for the Price of One Blockbuster

Runway CEO Cristóbal Valenzuela argues studios should use AI to make 50 films instead of one $100M blockbuster — a portfolio bet on quantity, diversity, and statistical hits.

Apr 18