New Mac Mini Intern Needs Safe Setup Assistance
Mac mini arrives today as our new intern. Who can help me *safely* set this thing up? 🦞
Oracle Bets $100B Debt to Power AI Data Centers
Oracle is building yesterday's data centers with tomorrow's debt Frontier labs like OpenAI want the newest chips. But Nvidia is shipping a new generation annually while data centers still take years to get up and running. That's a mismatch for the...
AI Threatens Office and Finance Jobs, Spares Manual Sectors
this chart from Anthropic on AI and job displacement is basically the HALO trade visualized (the bet that physical economy stocks are the safe haven from AI disruption, coined by @Downtown) Construction, agriculture, transportation: barely touched. Computer & math, office &...
Morgan Stanley Leads Wall Street's Tech Outlook Discussion
Morgan Stanley was at the center of the tech universe this week. Dario Amodei and Sam Altman on the Pentagon drama and competition. Jensen Huang and Satya Nadella on where AI goes next. Going live in ~an hour with the...
War Dept Flags Company Risk on X Before Notification
the Secretary of War announced a supply chain risk designation against an American company… on X… before telling the company https://t.co/u4gAaIwX2L
Palantir Inherits Anthropic’s AI Gap, Lacks Replacement
This isn’t just an Anthropic problem anymore… it’s a Palantir problem, and theres no like-for-like replacement ready Claude powers their most sensitive classified work
OpenAI's Record Funding Rattles AI Giants and Software Stocks
There's a new kingmaker in AI... OpenAI raises the largest private funding round in history and two of the biggest backers ($NVDA and $AMZN) are down to flat today. Meanwhile a blog post from Anthropic sends software stocks swinging
Selling US Chips to China Fuels AI Competition
tough look for Jensen and @DavidSacks and everyone arguing to keeping the China market open to older US chips (myself included) The case against export controls was always: sell to China so theres no market for their own. But they're...
NYT's AI-Driven Overhaul Saved Dying Newspaper Model
Left: what happened to newspaper stocks. Right: what NYT did about it. The product that survived looks nothing like the one that was dying. The software/AI playbook may already exist https://t.co/OL43xsRz6Q
AI Era Demands Open Access, Not User Lock‑In
the software playbook used to be: lock users in, protect the workflow, build the moat. a day before blowout earnings, @zoink told us the opposite, don't be sacred about locking in users in the AI era. "Start anywhere, go everywhere."...
Partnering with Disruptor Boosts FIG 4% Above Sector
In a market punishing software...partnering with the disruptor is getting rewarded $FIG up 4% on the news, outperforming the sector