Banks Play IPO Auditions as OpenAI Valuation Soars
"Don Corleone, I am honored and grateful that you have invited me to your daughter's wedding. And I pledge my ever-ending loyalty." — Luca Brasi The big story beneath the story of OpenAI's $122 billion at an $852 billion valuation is the race to the IPO. Don't read the number. Dissect the investors. Especially the ones extending a $4.7 billion credit line. JPMorgan, Goldman, Citi, Morgan Stanley, Wells Fargo aren't lenders. They're IPO underwriters auditioning for the job. Three of the biggest banks are also helping sell OpenAI stock to retail investors before the IPO. That's how the game is being played. The other big story is the valuation. It is growing far faster than the capital going in. This and more in my piece on OpenAI's new funding update. Full read: https://t.co/mBBhlc9lxW
Federal Lawsuit Targets Morris Township's Natural‑gas Ban
Administration sues Morris Township, NJ - population 23,000 - to preempt a 2022 ordinance that bans natural gas in new apt buildings.
Microsoft Ads Merchant Center Adds Store & Domain Rename Feature
ICYMI: Microsoft Advertising Merchant Center enables update your store name and domain name https://t.co/ylKcY3apFY https://t.co/jyKLfsH0HJ
NewScorpioGold's Step-Out Drilling Extends Goldwedge District
As JV says this is how you stitch together a district: @NewScorpioGold's latest batch of step-out drilling at Black Mammoth is 250m from the Goldwedge resource—and continues to connect the dots across the district. See the map. This #gold stock...
Libya Abandons Sanctioned Shipwreck Salvage Near Malta
What do you with a sanctioned shipwreck? Libya Abandons ‘Arctic Metagaz’ Salvage At Edge of Malta SAR Zone https://t.co/OWN9M87gzE
New GLP‑1 Pill Approved: Orfoglipron Offers Easier Dosing
New GLP-1 pill approved Foundayo (orfoglipron). Not as much weight loss as oral wegovy but no issues with food or more liquid around taking it. Same price. Not April fools joke.
MediaTek's Flexible IP Strategy Positions It for Customer‑Owned Tooling
Being flexible, customer friendly, and willing to work with as little or as much customer owned IP the customer wants is an approach @mediatek does seem well positioned for. If you believe customer owned tooling becomes a thing. They seem competitive....
Expanding Into Substack, TikTok, and Dance‑Infused Options Content
Leaning into Google's convinction that I'm an investment content creator and starting a substack and a TikTok, long-form writing and video shorts with little dances illustrating options concepts coming soon, stay tuned 🖤
Bell Controls 70k Apartments, Owns Significant Portion
Big deal in apartment world. Bell manages 70k apartment units and owns a good sized chunk as well. https://t.co/OJW8Os8jr6
SpaceX IPO Defies $1B Revenue Ceiling, Aims Massive Scale
Pretty momentous day when SpaceX files for possibly the largest IPO ever. I remember when VC colleagues used to say this company had stalled at $1B or so of revenues, and that a space taxi company could only be *this* big,...
Judge Allows Alabama Power to Maintain High Solar Fees
Alabama Power can keep charging steep rooftop solar fee, judge rules #energysky -- via Canary Media: https://t.co/6jCLTmK7pW
Mediatek's Custom XPU Gains Edge via TSMC Ties
This may be the money slide for @mediatek on custom XPU solutions. One area I do believe they have a distinct advantage is their privileged relationship with TSMC. https://t.co/2dIFSrVRMz
JCPOA vs War: Opponents Push Early Conflict
Narrator: In fact, it was always a binary choice between the JCPOA and war. The people who opposed it were, in fact, warmongers who believed the sooner that war came, the better. https://t.co/Rbzw2uHkm7
MediaTek Unveils XPU Within Broader Custom Solution Stack
The XPU is one part of what is now becoming a custom solutions approach (not just the compute ASIC) but @mediatek showing what they have been investing in across the custom solution stack. Hadn’t seen many of these details before....
Manufacturing Grows Third Month Amid War, Tariff Concerns
"Manufacturing sector expands for third consecutive month, but war, tariffs cause worry" "In the last two months, the prices index has increased 19.3 percentage points to reach its highest level since... June 2022." https://t.co/eKASacTNPS https://t.co/rXk8eLwXeb
ESA Foundation Launches Game Scholarships for Students
ESA Foundation has opened applications for game scholarships for high school and college students. https://t.co/halUlpJ7WF
Fans Queue Hours Early for NASA Merch
Five hours before the Artemis 2 launch window opens and lines are already forming… for the NASA merch stand at the press site. https://t.co/G3mNTfUVBT
US Defense Relies Heavily on Chinese Supply Chains
The chart below is one of the most striking I came across researching my new report on "Defense Innovation" (https://t.co/rRtYxEUTE9). It illustrates the deep dependence of current US air-launched armament supply chains on China. In a world increasingly defined by...
Moon’s Distance Dwarfs All Planets—Artemis II Soars
If you’re having problems conceptualizing why going to the moon is such a big deal, here’s your reminder that you can fit every planet in the solar system in between the Earth and the moon. The Artemis II astronauts are...
US‑Israel Pressure Sets Stage for Iran Regime Shift
…the U.S. and Israel are doing what they set out to do, what they told us...the conditions are set, I think, for a fundamental change in the nature of the Iranian regime...the regime is fragmented @LTGHRMcMaster @FoxNews I 100%...
Skip Template Hunting with Gamma Imagine’s Instant Designs
I used to spend more time hunting for templates than actually designing anything. Open a design tool and scroll through hundreds of templates until you find one that's close. Delete most of it, customize what's left, and realize it still doesn't...
UAE Calls for UN Chapter 7 Action on Hormuz Navigation
In a letter to the UN Security Council, UAE is invoking Chapter 7 of the UN charter (commonly referred as 'use of force') seeking “immediate action” in order to “ensure the safe and secure navigation and navigational rights and freedoms...
SuperMobile Powers Secure, High‑performance Work Off‑site
The most effective teams today don’t sit at desks - they operate in the field, on-site, and on the move. SuperMobile supports performance and security where work actually happens, helping enterprises stay responsive even where traditional cell towers don’t reach. Learn more:...
Menopause Is a Heart Health Crisis for Women
Women’s hearts have been studied last, treated later, and too often… ignored. And it’s costing lives. We spend a third of our lives in menopause—a cardiovascular turning point—and yet the system still isn’t built for us. It’s time to change the conversation. It’s time...
Markets Await Reopening of the Strait of Hormuz
“Markets are forward looking, and they’re just looking forward to a future when the Strait of Hormuz is no longer closed.” Aren’t we all. https://t.co/U9K3hLC2zT
Toronto’s Beachman 64: Retro‑Styled Electric City Bike
Turn Heads as You Ride: Timelessly Styled Electric Beachman 64 Bikes – Made in Toronto, Ready for City Life Made in Toronto, Beachman Bikes have become synonymous with the timeless allure of classic cafe racer design, a blend of retro aesthetics...
Toll on Hormuz Likely Raises Prices, Cuts Exporter Profits
Question for incidence-knowers: If post ante regime is one where ships can transit Hormuz as long as they pay a toll, will the end result be --higher prices for final consumers --lower profits for non-Iranian Gulf exporters --rough mix (any split within 1/3-2/3 of...
Debt Control Law Should Aim to Reduce, Not Expand
We need a debt control law where the objective is to shrink not grow it!
Illegalizing Ransom Payments Would Protect Future Victims
We would all have been much better off if we had made paying a ransom to ransomware criminals illegal. Tough for the first few victims, but then better for all.
Vaccinate Babies: Protect Lives and Futures
I’m not going to stop saying it. Vaccinate your babies. Vaccines save lives and futures 🤍pediatrician #parenting #vaccinessavelives
Diverse Supply Chains Boost Customer Confidence, MediaTek Shows
In a supply chain world of constraints having a diverse supply chain and key partners gives customers higher confidence in execution. @mediatek showing that depth as an advantage for their datacenter efforts. https://t.co/OMAXc4kkPE
Red‑team Your AI: Guard Against Fraudsters and Edge Cases
Your AI harness needs to handle adversarial inputs Financial services aren't just about helpful customers asking good-faith questions It's fraudsters, edge cases, and people trying to break your system for profit. If your testing doesn't include red-teaming, you're not ready
Australia Tests AI Robots for Solar Farm Maintenance
Australian science agency trials AI robots for solar farms #energysky -- via pv magazine global: https://t.co/1cum7O4u2V
Doctors Will Swap Pills for Gene Therapies and Epigenetics
Longevity 2.0: Your next doctor won't prescribe pills—they'll prescribe gene therapies, epigenetic reprogramming, and personalized longevity protocols. Medicine is shifting from "treat symptoms" to "reverse aging at the cellular level."
MediaTek's Decade-Long Data Center XPU Efforts Unveiled
Getting into the guts of @MediaTek data center/custom XPU details but this slide is informative of market work they have been doing in this space since 2011. Expecting more details on SerDes, advanced packaging, fabric, and their networking capabilities. https://t.co/OWT2MbypXK
Acquire Smartly, Scale Fast: Boost Valuation Through Strategic Buying
In this episode, Jeremy breaks down the art of buying versus starting from scratch, teaching you how to identify the right businesses to acquire, mitigate risks, and exponentially increase your valuation through strategic scale and financial engineering. Tune in now: 📺 :...
Optimization Masks Attention Commodification in Social Media Strategy
A lot of social media and content strategy "best practices" are built around gaming platforms that were built to commodify your attention, and we just call it "optimization."
Paramount Names Allie McLarty Senior VP of Global Communications
Paramount Appoints Allie McLarty as Senior VP of Global Communications for Studios https://t.co/efdsvdRIAI via @variety
TSMC Steps in to Preempt Water Crisis
Helium, electricity, and now water. TSMC is jumping in to mitigate a problem before it becomes one. Exclusive details at Culpium https://t.co/mCHVC62aYq
Master Loyalty: Differentiate, Data‑Drive, Consistent Experience
5 Loyalty Fundamentals Retail Brands Should Focus on Right Now 1. Know the difference between frequent & loyal customers 2. Collect meaningful data & use it faster 3. Make loyalty consistent across the experience See all 5 >> https://t.co/2unRKNhhRM #digitalmarketing
Meta Appoints Instagram Exec to Lead Edits Team
Instagram's Edits team is working overtime this week: 👀 Scalable Pod revealed Meta exec Brett Westervelt would be the head of Edits https://scalablepod.com/p/exclusive-meta-taps-instagram-exec-to-lead-edits 👀 Matt Navarra shared an interview with Matt Simari (Director of Product Management at IG) to unpack the strategy...
2026 U.S. Solar & Storage Market Rankings Released
U.S. solar and storage market report: 2026 state rankings and forecasts #energysky -- via pv magazine usa: https://t.co/bCkEXUPP7J
First Moon Mission Since 1972 Launches Today
We are sending people to the moon for the first time since 1972 TODAY. Don’t let this historic moment pass you by!
AI Enhances Consulting, Yet Human Insight Persists
What's #AI Going To Do To Consulting? The Human Element Remains Irreplaceable by Annette Klososky @Forbes Learn more: https://t.co/rIWl1iVIge #MachineLearning #ArtificialIntelligence #ML https://t.co/MXACBFA2sZ
Case Law Databases: The Real Competitive Edge in Legal Tech
“the main moat for these tools are (1) the case law database” 👀 - reconcile this with the fact that the law is supposed to be free https://t.co/oETBD2q80h
Health Systems Split: Epic AI vs Third‑Party Solutions
Every health system on Epic is facing the same question: trust Epic’s Patient AI or go 3rd Party? Sutter and Hartford just chose opposite answers. My 4 thoughts: The news this week: → Sutter Health was the 1st health system to go-live...
Business Upgrade Costs $1,100 vs $100 Row Reserve
Okay the cost to upgrade to business on my tap air flight is $1100 Or I can pay $100 to reserve an entire row in economy What would you choose?
US Grid Operates at Half Capacity, New Tech Boosts Utilization
Today on Volts: the US grid is, on average, carrying about half the capacity it's capable of. A new industry coalition argues that, before building expensive new infrastructure to serve rising demand, we should more efficiently use the infrastructure we...
January Launch Hits Substack Tech Top‑20 Bestseller
Wild stuff that we launched this in January of this year, and already top 20 in best sellers in tech on Substack. https://t.co/3P1v1ikB0L
Will Hormuz Reach 80% Shipping Flow by April?
Is the Strait of Hormuz open* before the end of April? *let's define it as 80+% of pre-war shipping flow