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You can now run LLMs for software development on consumer-grade PCs. But we’re still a ways off from having Claude at home.

From Claude Cowork to Manus’ My Computer, we’re seeing more and more desktop AI apps with access to your personal files. Here ...

Goehring & Rozencwajg analyze the energy market impact of the Strait of Hormuz closure and the burgeoning commodity bull market. Read the full analysis for more details.