October 15, 2026 Bonus Content: Nvidia Lost Half Its China Market. Does CUDA Go With It? A note from our…
Zuckerberg’s $200B AI Check: What Meta Must Earn Back
Mark Zuckerberg admitted something last week that most CEOs would never say on a podcast. He said Meta committed to…
Geologists are following the plumbing beneath these old workings
October 13, 2026 Bonus Content: The Coating That Lets Old Steel Carry Tomorrow’s Fuel A note from our friends at…
Amazon Is Paying $7 Billion for Decart’s AI Chip Software
October 13, 2026 Decart’s chip-bridging software could make Trainium easier to adopt. The most important sentence in the Wall Street…
In at 9:35 AM. Out by 10.
October 13, 2026 Bonus Content: Jio Platforms Built a $106 Billion Business in a Decade. Here Is What That Took.…
Africa’s Biggest Refinery IPO Closes Tomorrow at the Best Possible Moment
There is a particular kind of investor who looks at an asset that nobody else will touch and decides that…
Grand Canyon discovery hits the auction block
October 12, 2026 Bonus Content: 136,000 MW of Gas Turbines Are Leaving Power on the Table A note from our…
Tesla’s Cybercab Arrives in Europe
October 11, 2026 EU regulators hold the keys to whether robotaxi service launches in 2027 There is a meaningful difference…
Elon’s “Final Phase” of his “Master Plan” is One of the Most Ambitious in Human History…
A note from our friends at Brownstone Research(ad) Editor’s Note: What is the final phase of Elon Musk’s master plan…
Anthropic Needs Twice Nvidia’s Profits for a $2 Trillion Tag
October 10, 2026 New Constructs puts fair value near $144 billion. The gap says a lot about what kind of…