Posts (17)

Date Post Archived
2025-10-01
593: Jensen's Reality Distortion Field, OpenAI + Commerce, China's Solar Monopoly, RIP HEICO's Laurans Mendelson, TikTok, Sora 2, Sonnet…
593: Jensen's Reality Distortion Field, OpenAI + Commerce, China's Solar Monopoly, RIP HEICO's Laurans Mendelson, TikTok, Sora 2, Sonnet…
"a feedback loop that co-produces ideas"
2025-09-24
591: The Circular AI Economy, Nvidia's $100bn Deal with OpenAI, Constellation Software's AI Call, Hyperscalers & ASICs, Oracle Buybacks…
591: The Circular AI Economy, Nvidia's $100bn Deal with OpenAI, Constellation Software's AI Call, Hyperscalers & ASICs, Oracle Buybacks…
"From picks & shovels salesman to kingmaker?"
2025-09-17
590: Constellation Software vs AI, Google's Next Big Splash, YouTube's $100bn Payout, TikTok Deal?, ChatGPT Real-World Use, and Cheese
590: Constellation Software vs AI, Google's Next Big Splash, YouTube's $100bn Payout, TikTok Deal?, ChatGPT Real-World Use, and Cheese
"vibe code the software that goes into a pacemaker"
2025-09-10
588: Google's AI Money Machine, OpenAI + Broadcom, AWS + Anthropic XPUs, Nvidia H20, Europe's A/C Deaths, El Segundo Roundtable, Veo 3, Dan…
588: Google's AI Money Machine, OpenAI + Broadcom, AWS + Anthropic XPUs, Nvidia H20, Europe's A/C Deaths, El Segundo Roundtable, Veo 3, Dan…
"the survivorship filter of thousands of years"
2025-09-03
586: Schrödinger‘s Company, Public Market Ghost Town, Meta + Google & OpenAI, John Malone, DeepSeek, Nvidia vs Huawei, Casey Handmer, Nano…
586: Schrödinger‘s Company, Public Market Ghost Town, Meta + Google & OpenAI, John Malone, DeepSeek, Nvidia vs Huawei, Casey Handmer, Nano…
"First comes the verdict, then the trial"
2025-08-27
584: Who Pays for AI?, Inevitable Ads, Gov't + Intel, Texas Instruments, Musk + Zuck vs OpenAI, Meta + Google Cloud, U.S. Military, Dylan…
584: Who Pays for AI?, Inevitable Ads, Gov't + Intel, Texas Instruments, Musk + Zuck vs OpenAI, Meta + Google Cloud, U.S. Military, Dylan…
"both a shield and a mirror"
2025-08-13
582: Constellation Software Q2, Tesla Kills Dojo, American Dirigisme, China vs Nvidia, Lithium Deficiency & Alzheimer's, Gemini, Nuclear on…
582: Constellation Software Q2, Tesla Kills Dojo, American Dirigisme, China vs Nvidia, Lithium Deficiency & Alzheimer's, Gemini, Nuclear on…
"true economic value creation"
2025-08-06
580: Cloudflare Power Grab, OpenAI Open Models, DeepMind Genie 3, Amazon + Microsoft + Google + Meta Capex, Cardiovascular Victory, 8 Years…
580: Cloudflare Power Grab, OpenAI Open Models, DeepMind Genie 3, Amazon + Microsoft + Google + Meta Capex, Cardiovascular Victory, 8 Years…
"Trust me, bro"
2025-07-23
578: Jensen Huang, Sputnik vs DeepSeek, Meta's GPU Tents, Mark Chen, Grok 4, OpenAI Stargate, Masa, Oracle, Microsoft Struggles, Netflix…
578: Jensen Huang, Sputnik vs DeepSeek, Meta's GPU Tents, Mark Chen, Grok 4, OpenAI Stargate, Masa, Oracle, Microsoft Struggles, Netflix…
"the mobility scooter of the mind"
2025-07-16
577: Nvidia + China, Jensen's Cash Pipeline, AMD, Huawei, Meta’s 5GW Hyperion Cluster, U.S. DoD, Europe’s War on A/C Kills, GLP-1, Grok 4 …
577: Nvidia + China, Jensen's Cash Pipeline, AMD, Huawei, Meta’s 5GW Hyperion Cluster, U.S. DoD, Europe’s War on A/C Kills, GLP-1, Grok 4 …
"we’re reversing the reversal"
2025-07-09
575: Apple + Perplexity?, Anthropic's Success & Brittleness, TikTok U.S., Palantir Goes Nuclear, Google Search, Creatine & Alzheimer’s, and…
575: Apple + Perplexity?, Anthropic's Success & Brittleness, TikTok U.S., Palantir Goes Nuclear, Google Search, Creatine & Alzheimer’s, and…
"our civilization’s bootloader for colonizing the stars"
2025-06-25
573: Zuck's Recruiting Strategy, Cursor is Crushing GitHub, Anthropic Fair Use, ZIRP Mortgages, Meta AI Pivot, China’s Grid as a Weapon, and…
573: Zuck's Recruiting Strategy, Cursor is Crushing GitHub, Anthropic Fair Use, ZIRP Mortgages, Meta AI Pivot, China’s Grid as a Weapon, and…
"when it comes to the *truly generational* top talent"
2025-06-18
571: Jensen's Uber for GPUs, OpenAI Wants Microsoft to Sleep on the Couch, xAI Burn Rate, Meta's $100m AI Engineers, Coffee & Health, Noise…
571: Jensen's Uber for GPUs, OpenAI Wants Microsoft to Sleep on the Couch, xAI Burn Rate, Meta's $100m AI Engineers, Coffee & Health, Noise…
"Let’s call it the Asymmetric Enjoyment Filter."
2025-06-11
569: Zuck + Alexandr Wang's $14.8bn Bromance, Nvidia, John Arnold, China's Electricity, Fixing Ozempic Muscle Loss, and Gene-Editing…
569: Zuck + Alexandr Wang's $14.8bn Bromance, Nvidia, John Arnold, China's Electricity, Fixing Ozempic Muscle Loss, and Gene-Editing…
"bleeding-edge, actionable insight on 18th-century instruments"
2025-06-04
568: Meta Goes Nuclear, Inside Steve Ballmer's Brain, Amazon Logistics, David Senra on Growth vs Durability, Anthropic Claude 4, Vesuvius…
568: Meta Goes Nuclear, Inside Steve Ballmer's Brain, Amazon Logistics, David Senra on Growth vs Durability, Anthropic Claude 4, Vesuvius…
"relentlessly refined and tightly curated"
2025-05-28
566: The Product Era of AI, What Will OpenAI + Jony Ive Build, Jensen, Oracle to Buy $40bn of Nvidia GPUs, UAE, White House Fast-Tracks…
566: The Product Era of AI, What Will OpenAI + Jony Ive Build, Jensen, Oracle to Buy $40bn of Nvidia GPUs, UAE, White House Fast-Tracks…
"Every action begins with an idea"
2025-05-14
564: OpenAI’s Ad Strategy, Why Nvidia Wins Again, Softbank's $350bn Oops, Jony Ive, Jeff Dean, Microsoft Cost Discipline, Crowdstrike’s CEO…
564: OpenAI’s Ad Strategy, Why Nvidia Wins Again, Softbank's $350bn Oops, Jony Ive, Jeff Dean, Microsoft Cost Discipline, Crowdstrike’s CEO…
"Small choices, massive consequences."