Wait, the whole $5.3 trillion valuation of Nvidia isn't just about selling chips to companies that need them. It's a closed loop where Nvidia uses its own cash to fund OpenAI, Anthropic, and Elon's xAI, then those same… Mostrar mais

Jensen Huang CNN interview

A $1.7 trillion market where nothing ever goes down on paper isn't a market, it's a promise. And promises get priced by the person who owes you. Wall Street has spent two years bracing for private credit to go full… Mostrar mais

Private credit valuations and the 11 cent collapse

A veto over the world's largest reserve of rare earth minerals is the kind of thing that gets called a national security win, so let's actually walk through what it gets you\n\nThose metals sit inside every AI chip,… Mostrar mais

Trump Greenland rare earth deal

The AI boom is running the same playbook that blew up the world in 2008: Bury the risk where nobody's looking, slap a safe label on it, and make sure your name isn't on it when it breaks. Here's the machine, step by… Mostrar mais

The 2008 playbook rebuilt for AI

Let's talk about the math behind the fear. Predicting a catastrophe without pinning down a specific date is basically an insurance policy against being wrong because nobody can come back in three years and make you eat… Mostrar mais

Dario Amodei antitrust waiver analysis

What exactly is Dario Amodei's slowdown protecting you from when the thing doing it is a 510 GB file that anyone can download for free? The mechanism behind this isn't a court order or a policy shift; it's a public… Mostrar mais

DeepSeek V4.1 Flash vs OpenAI Pricing

There's a messy situation unfolding in the math world that involves OpenAI, a $1 million prize, and a whole lot of accusations about who actually solved a major problem. So here's the story: an NYU professor, Tristan… Mostrar mais

OpenAI Navier-Stokes dispute

So the guy who built the database that powers half the AI boom got his start with a CIA contract, and he's been pretty open about where he thinks this is all going. Larry Ellison told his investors that constant… Mostrar mais

Larry Ellison surveillance comments

Fr tho an 117-year-old Japanese food company is deciding if Nvidia can build more chips despite never making wafers, transistors, or equipment. Ajinomoto commercialized monosodium glutamate in 1909 and runs a food… Mostrar mais

Ajinomoto Nvidia chip strategy

So here's a thought that's been rattling around my head: what if the AI boom isn't actually propping up the economy, but hiding the fact that it's already shrinking? Apparently, Big Tech is pouring $700 billion into data… Mostrar mais

Big Tech spending hiding recession

Wait, the whole $5.3 trillion valuation of Nvidia isn't just about selling chips to companies that need them. It's a closed loop where Nvidia uses its own cash to fund OpenAI, Anthropic, and Elon's xAI, then those same… Mostrar mais

Jensen Huang CNN interview

A $1.7 trillion market where nothing ever goes down on paper isn't a market, it's a promise. And promises get priced by the person who owes you. Wall Street has spent two years bracing for private credit to go full… Mostrar mais

Private credit valuations and the 11 cent collapse

A veto over the world's largest reserve of rare earth minerals is the kind of thing that gets called a national security win, so let's actually walk through what it gets you\n\nThose metals sit inside every AI chip,… Mostrar mais

Trump Greenland rare earth deal

The AI boom is running the same playbook that blew up the world in 2008: Bury the risk where nobody's looking, slap a safe label on it, and make sure your name isn't on it when it breaks. Here's the machine, step by… Mostrar mais

The 2008 playbook rebuilt for AI

Let's talk about the math behind the fear. Predicting a catastrophe without pinning down a specific date is basically an insurance policy against being wrong because nobody can come back in three years and make you eat… Mostrar mais

Dario Amodei antitrust waiver analysis

What exactly is Dario Amodei's slowdown protecting you from when the thing doing it is a 510 GB file that anyone can download for free? The mechanism behind this isn't a court order or a policy shift; it's a public… Mostrar mais

DeepSeek V4.1 Flash vs OpenAI Pricing

There's a messy situation unfolding in the math world that involves OpenAI, a $1 million prize, and a whole lot of accusations about who actually solved a major problem. So here's the story: an NYU professor, Tristan… Mostrar mais

OpenAI Navier-Stokes dispute

So the guy who built the database that powers half the AI boom got his start with a CIA contract, and he's been pretty open about where he thinks this is all going. Larry Ellison told his investors that constant… Mostrar mais

Larry Ellison surveillance comments

Fr tho an 117-year-old Japanese food company is deciding if Nvidia can build more chips despite never making wafers, transistors, or equipment. Ajinomoto commercialized monosodium glutamate in 1909 and runs a food… Mostrar mais

Ajinomoto Nvidia chip strategy

So here's a thought that's been rattling around my head: what if the AI boom isn't actually propping up the economy, but hiding the fact that it's already shrinking? Apparently, Big Tech is pouring $700 billion into data… Mostrar mais

Big Tech spending hiding recession