Flying Cars, Smart Homes, and Cracks in the AI Boom

AI infrastructure names sold off sharply this week as debt economics and decelerating growth (Anthropic, CoreWeave) raise questions about the AI trade's sustainability.

• Apple's walled garden again: HomeView is called an incremental, 'Apple 101' smart-home hub that reinforces existing advantages but risks repeating HomeKit's failure by not embracing unified standards.
• Tesla Roadster hype vs reality: The flying, SpaceX-powered Roadster demo is seen as a concept-car flex unlikely to be road-legal by 2028, with speculation Tesla/SpaceX could merge by 2027.

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