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The Integrity Moat: Why Trust, Not Speed, Will Determine AI's Winners

Jan 1, 2026

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2 min read

The Integrity Moat: Why Trust, Not Speed, Will Determine AI's Winners

How to transform AI from a risky experiment into a trusted growth engine through security, governance, and transparency

Evelio Silvera
Evelio Silvera

Markets

+1

Meta's $2B Manus Acquisition Reveals a Strategic Failure, Not a Strength

Dec 31, 2025

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2 min read

Meta's $2B Manus Acquisition Reveals a Strategic Failure, Not a Strength

When giants pay premiums for young companies, they're admitting they missed the wave—here's what founders can learn

Evelio Silvera
Evelio Silvera

Markets

+1

SoftBank's $4B DigitalBridge 'Discount' Isn't a Mistake—It's Strategic Clarity

Dec 30, 2025

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2 min read

SoftBank's $4B DigitalBridge 'Discount' Isn't a Mistake—It's Strategic Clarity

Why selling at a markdown to secure AI infrastructure access beats chasing vanity valuations every time

Evelio Silvera
Evelio Silvera

Markets

+1

Nvidia's $20B Groq Deal Isn't About Chips—It's About Ecosystem Dominance

Dec 29, 2025

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2 min read

Nvidia's $20B Groq Deal Isn't About Chips—It's About Ecosystem Dominance

Why Jensen Huang paid a premium to own the inference layer and ensure the future gets built on Nvidia's foundation

Evelio Silvera
Evelio Silvera

Don’t Build Blind. Get Conviction.
Weekly strategic insight — trusted by operators, investors, and decision-makers across America.


Evelio Silvera

Founder and investor behind Conviction — writing from inside the arena on markets, leadership, and America’s future.

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