May
24
The Stargate Data Center Layer Cake
#ai
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May
14
On the Road to Airbnb's Reinvention
#airbnb
May
06
Microsoft's OpenAI Equity Jigsaw Puzzle
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#openai
May
05
Big Tech’s Big Stakes in Big AI
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#ai
May
02
Apple's Low Energy Earnings
#apple
Apr
10
The Tariff Yips
#politics
Apr
08
Trump Throws Apple Under the Tariff Bus
#apple
Apr
08
Terror Riffs
#money
Mar
31
The Debt of Damocles
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#money
Mar
28
'X' Marks xAI's Spot
#twitter
Mar
25
Five "Game Change" AI Deals for Apple
#apple
Mar
24
It Wasn't the Apple TV+ Spend, It Was the Apple TV+ Strategy
#apple tv+
Mar
20
The Case for Twitter Going Public — Again
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#twitter
Mar
12
The Curious Case of Amazon's Anthropic Stake
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#anthropic
Mar
11
WeaveWork
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#startups
Mar
05
The OpenAI Constellations
#openai
Feb
19
Oh, the Humane-ity
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#startups
Feb
12
Liquidity Now
#vc
Feb
10
Elon Musk Shoves Another Chaos Wrench in OpenAI's Gears
#openai
Feb
08
The $500B Phone Call
#openai
Feb
07
There's Clearly No Salary Cap on Big Tech CapEx... Yet.
#ai
Feb
03
Selling High & Buying Lower than Should Be Possible
#nba
Jan
31
Apple’s Record-Breaking Quarter Was SO BORING
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#apple
Jan
30
SoftBank, Indeed
#openai
Dec
17
America Has Been Acquired
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#money