https://www.joingoldenage.com/p/bob-mcmillan-openais-agents-escapedThe Scuttlebutten2026-09-15T16:20:39+00:00Bob McMillan: OpenAI's agents escaped the sandbox and hacked another companyhttps://www.joingoldenage.com/p/naomi-fink-purchasing-power-parityThe Scuttlebutten2026-09-15T16:19:46+00:00Naomi Fink: purchasing power parity puts a dollar at about 100 yen, a long way offhttps://www.joingoldenage.com/p/david-tinsley-the-k-shaped-economyThe Scuttlebutten2026-09-15T16:18:32+00:00David Tinsley: the K-shaped economy has closed, at 5.7% growth for both groupshttps://www.joingoldenage.com/p/lori-calvasina-equities-can-takeThe Scuttlebutten2026-09-15T16:15:14+00:00Lori Calvasina: equities can take three hikes, six and a 5.5% 10-year does damagehttps://www.joingoldenage.com/p/james-mcintyre-australias-developerThe Scuttlebutten2026-09-15T16:11:57+00:00James McIntyre: Australia's developer collapse is a private credit problemhttps://www.joingoldenage.com/p/dan-ives-if-china-doesnt-slow-downThe Scuttlebutten2026-09-15T16:11:57+00:00Dan Ives: if China doesn't slow down, the slowdown pledge is all wordshttps://www.joingoldenage.com/p/walter-isaacson-by-saying-it-is-dangerousThe Scuttlebutten2026-09-15T16:09:44+00:00Walter Isaacson: by saying it is dangerous, the labs just met the test for negligencehttps://www.joingoldenage.com/p/joe-manchin-trump-should-sign-anThe Scuttlebutten2026-09-15T16:04:50+00:00Joe Manchin: Trump should sign an executive order barring AI IPOs until Congress actshttps://www.joingoldenage.com/p/rob-leathern-the-slowdown-calls-helpThe Scuttlebutten2026-09-15T16:04:01+00:00Rob Leathern: the slowdown calls help the labs stop outspending each otherhttps://www.joingoldenage.com/p/david-kelly-the-fed-will-hike-toThe Scuttlebutten2026-09-15T16:01:42+00:00David Kelly: the Fed will hike to protect its credibility, not to fight inflationhttps://www.joingoldenage.com/p/jensen-huang-the-10-extinction-figureThe Scuttlebutten2026-09-15T15:59:40+00:00Jensen Huang: the 10% extinction figure is made up, and saying it is irresponsiblehttps://www.joingoldenage.com/p/scott-modell-iran-and-its-proxiesThe Scuttlebutten2026-09-15T15:54:56+00:00Scott Modell: Iran and its proxies can hit just about anything they want at willhttps://www.joingoldenage.com/p/lotfi-karoui-credit-is-still-pricingThe Scuttlebutten2026-09-15T15:53:54+00:00Lotfi Karoui: credit is still pricing the entire AI buildout as one tradehttps://www.joingoldenage.com/p/acquired-1000-in-home-depots-1981The Scuttlebutten2026-09-15T15:48:54+00:00Acquired: $1,000 in Home Depot's 1981 IPO is $17M today, against $170K in the S&P 500https://www.joingoldenage.com/p/kantrowitz-and-toney-anthropic-canThe Scuttlebutten2026-09-15T15:48:33+00:00Kantrowitz and Toney: Anthropic can still go public this year, slowdown or nothttps://www.joingoldenage.com/p/andrew-kotliar-the-yankees-deal-isThe Scuttlebutten2026-09-15T15:46:00+00:00Andrew Kotliar: the Yankees deal is underwritten as cash flows, not as a sports bethttps://www.joingoldenage.com/p/udesh-jha-gold-and-silver-are-15The Scuttlebutten2026-09-15T15:40:42+00:00Udesh Jha: gold and silver are 15-20x the size of crypto, so Kalshi listed bothhttps://www.joingoldenage.com/p/peter-grandich-above-5-on-the-10The Scuttlebutten2026-09-15T15:26:39+00:00Peter Grandich: above 5% on the 10-year for two days is a bond crisishttps://www.joingoldenage.com/p/nigel-glenday-80-of-our-machine-tasksThe Scuttlebutten2026-09-15T15:19:41+00:00Nigel Glenday: 80% of our machine tasks had to go to an agent or go awayhttps://www.joingoldenage.com/p/scott-galloway-the-ai-industry-isThe Scuttlebutten2026-09-15T15:11:54+00:00Scott Galloway: the AI industry is monetizing the end of the specieshttps://www.joingoldenage.com/p/aidan-gomez-the-evaluators-beingThe Scuttlebutten2026-09-15T14:58:42+00:00Aidan Gomez: the evaluators being proposed share funders with Anthropichttps://www.joingoldenage.com/p/jess-hertz-75-of-ai-attributed-orders-69aThe Scuttlebutten2026-09-15T14:54:43+00:00Jess Hertz: 75% of AI-attributed orders came from outside the top 100https://www.joingoldenage.com/p/isabelle-freidheim-the-opportunityThe Scuttlebutten2026-09-15T14:53:46+00:00Isabelle Freidheim: the opportunity is the layer between data centers and LLMshttps://www.joingoldenage.com/p/dave-baszucki-roblox-games-will-shipThe Scuttlebutten2026-09-15T14:53:43+00:00Dave Baszucki: Roblox games will ship as standalone apps on phones and consoleshttps://www.joingoldenage.com/p/sarah-frier-nothing-has-been-slowedThe Scuttlebutten2026-09-15T14:53:43+00:00Sarah Frier: nothing has been slowed down, and the IPO is still cominghttps://www.joingoldenage.com/p/parmy-olson-pacing-is-not-slowingThe Scuttlebutten2026-09-15T14:47:37+00:00Parmy Olson: pacing is not slowing, and she does not expect a slowdown at allhttps://www.joingoldenage.com/p/emily-forlini-openai-did-not-knowThe Scuttlebutten2026-09-15T14:46:28+00:00Emily Forlini: OpenAI did not know its own AIs were hacking Hugging Facehttps://www.joingoldenage.com/p/david-hauner-treasury-buybacks-helpThe Scuttlebutten2026-09-15T14:45:17+00:00David Hauner: Treasury buybacks help emerging markets whether or not they workhttps://www.joingoldenage.com/p/peter-elstrom-softbank-fell-aboutThe Scuttlebutten2026-09-15T14:41:37+00:00Peter Elstrom: SoftBank fell about 11% because OpenAI's listing just movedhttps://www.joingoldenage.com/p/jon-kelly-mcafee-got-the-last-espnThe Scuttlebutten2026-09-15T14:37:08+00:00Jon Kelly: McAfee got the last ESPN programming head firedhttps://www.joingoldenage.com/p/rayan-krishnan-his-index-puts-modelsThe Scuttlebutten2026-09-15T14:37:06+00:00Rayan Krishnan: his index puts models past human AI researchers by August 2027https://www.joingoldenage.com/p/marieke-flament-and-nicolas-colinThe Scuttlebutten2026-09-15T14:37:02+00:00Marieke Flament and Nicolas Colin: the dollar has decades left, not yearshttps://www.joingoldenage.com/p/justin-shack-retail-buys-leveragedThe Scuttlebutten2026-09-15T14:27:43+00:00Justin Shack: retail buys leveraged ETFs because it can't afford a househttps://www.joingoldenage.com/p/uday-cheruvu-slowing-the-frontierThe Scuttlebutten2026-09-15T14:23:34+00:00Uday Cheruvu: slowing the frontier stretches the demand curve, it does not shrink ithttps://www.joingoldenage.com/p/fintech-insider-chime-said-it-wasThe Scuttlebutten2026-09-15T14:23:32+00:00Fintech Insider: Chime said it was not a bank. Now it is buying one for $590Mhttps://www.joingoldenage.com/p/investment-committee-the-ai-safetyThe Scuttlebutten2026-09-15T14:22:31+00:00Investment Committee: the AI safety essay is not what moved the semishttps://www.joingoldenage.com/p/metz-and-shepard-nobody-has-committedThe Scuttlebutten2026-09-15T14:18:43+00:00Metz and Shepard: nobody has committed to ending a training runhttps://www.joingoldenage.com/p/bofas-strategists-over-80-of-clients-495The Scuttlebutten2026-09-15T14:10:16+00:00BofA's strategists: over 80% of clients say Warsh's communications are ineffectivehttps://www.joingoldenage.com/p/eric-lefkofsky-the-merck-modernaThe Scuttlebutten2026-09-15T14:03:25+00:00Eric Lefkofsky: the Merck-Moderna drug is a vaccine built for one patienthttps://www.joingoldenage.com/p/anastasia-buyalskaya-and-devin-ekebergThe Scuttlebutten2026-09-15T13:56:52+00:00Anastasia Buyalskaya and Devin Ekeberg: AI does 6 of the 7 jobs advisers are paid forhttps://www.joingoldenage.com/p/samantha-mclemore-adobe-has-a-12The Scuttlebutten2026-09-15T13:55:50+00:00Samantha McLemore: Adobe has a 12% free cash flow yield on 2027 numbershttps://www.joingoldenage.com/p/jennifer-huddleston-a-company-choosingThe Scuttlebutten2026-09-15T13:54:34+00:00Jennifer Huddleston: a company choosing to pause is not a government pausing everyonehttps://www.joingoldenage.com/p/lori-calvasina-rbc-cuts-10-off-consensusThe Scuttlebutten2026-09-15T13:53:11+00:00Lori Calvasina: RBC cuts 10% off consensus earnings to allow for AI frothhttps://www.joingoldenage.com/p/thomas-simons-the-wireless-jump-inThe Scuttlebutten2026-09-15T13:50:49+00:00Thomas Simons: the wireless jump in core CPI was T-Mobile killing old planshttps://www.joingoldenage.com/p/the-motley-fools-analysts-ais-loudestThe Scuttlebutten2026-09-15T13:48:53+00:00The Motley Fool's analysts: AI's loudest safety voices hold the biggest stakeshttps://www.joingoldenage.com/p/stacy-rasgon-the-real-target-of-theThe Scuttlebutten2026-09-15T13:44:40+00:00Stacy Rasgon: the real target of the slowdown push may be Chinese distillationhttps://www.joingoldenage.com/p/greg-brockman-the-model-that-hackedThe Scuttlebutten2026-09-15T13:43:42+00:00Greg Brockman: the model that hacked Hugging Face had no alignment training yethttps://www.joingoldenage.com/p/harry-dent-the-average-first-crashThe Scuttlebutten2026-09-15T13:41:52+00:00Harry Dent: the average first crash out of a bubble is 46% in less than 3 monthshttps://www.joingoldenage.com/p/jason-calacanis-the-labs-alreadyThe Scuttlebutten2026-09-15T13:41:40+00:00Jason Calacanis: the labs already ship the safeguards the doomers say don't existhttps://www.joingoldenage.com/p/ed-conway-one-birmingham-factoryThe Scuttlebutten2026-09-15T13:39:16+00:00Ed Conway: one Birmingham factory makes 55% of the world's supply of a car parthttps://www.joingoldenage.com/p/cormac-slade-a-finra-for-ai-labsThe Scuttlebutten2026-09-15T13:39:14+00:00Cormac Slade: a FINRA for AI labs would regulate them without slowing them downhttps://www.joingoldenage.com/p/rodrigo-liang-sambanova-pays-backThe Scuttlebutten2026-09-15T13:33:46+00:00Rodrigo Liang: SambaNova pays back the infrastructure in 6 months, not 12 to 24https://www.joingoldenage.com/p/eli-the-computer-guy-a-grand-juryThe Scuttlebutten2026-09-15T13:33:39+00:00Eli the Computer Guy: a grand jury would fix this faster than regulationhttps://www.joingoldenage.com/p/adam-conover-hollywood-gave-youtubeThe Scuttlebutten2026-09-15T13:26:38+00:00Adam Conover: Hollywood gave YouTube 60% of television and didn't noticehttps://www.joingoldenage.com/p/byron-deeter-the-world-is-not-goingThe Scuttlebutten2026-09-15T13:25:35+00:00Byron Deeter: the world is not going to consolidate around 2 or 3 model providershttps://www.joingoldenage.com/p/marketplace-the-9-biggest-tech-firmsThe Scuttlebutten2026-09-15T13:20:34+00:00Marketplace: the 9 biggest tech firms have nearly $3T of debt off the bookshttps://www.joingoldenage.com/p/derek-decloet-canadians-are-preparingThe Scuttlebutten2026-09-15T13:12:32+00:00Derek Decloet: Canadians are preparing for the USMCA to simply expire in 2036https://www.joingoldenage.com/p/wendy-edelberg-markets-price-90-oddsThe Scuttlebutten2026-09-15T13:10:36+00:00Wendy Edelberg: markets price 90% odds of a hike, she calls it a coin fliphttps://www.joingoldenage.com/p/seawolfs-co-founders-70-of-hyperscalerThe Scuttlebutten2026-09-15T13:03:55+00:00Seawolf's co-founders: 70% of hyperscaler AI revenue comes from Anthropic and OpenAIhttps://www.joingoldenage.com/p/ryan-detrick-utilities-and-staplesThe Scuttlebutten2026-09-15T13:03:53+00:00Ryan Detrick: utilities and staples hit their lowest ever vs the S&P 500https://www.joingoldenage.com/p/christine-leong-connors-even-billionairesThe Scuttlebutten2026-09-15T13:00:30+00:00Christine Leong Connors: even billionaires still run their money on a spreadsheethttps://www.joingoldenage.com/p/chris-wright-over-12m-barrels-movedThe Scuttlebutten2026-09-15T12:44:38+00:00Chris Wright: over 12M barrels moved through Hormuz last night, transponders offhttps://www.joingoldenage.com/p/jennifer-huddleston-regulate-theThe Scuttlebutten2026-09-15T12:40:42+00:00Jennifer Huddleston: regulate the application, not the technology itselfhttps://www.joingoldenage.com/p/greg-brockman-the-model-in-the-huggingThe Scuttlebutten2026-09-15T12:38:43+00:00Greg Brockman: the model in the Hugging Face incident had no alignment training yethttps://www.joingoldenage.com/p/lori-calvasina-the-capex-cycle-inThe Scuttlebutten2026-09-15T12:36:10+00:00Lori Calvasina: the capex cycle in the other 490 stocks has barely startedhttps://www.joingoldenage.com/p/dee-choubey-trillions-sit-trappedThe Scuttlebutten2026-09-15T12:32:55+00:00Dee Choubey: trillions sit trapped on Russell 2000 balance sheetshttps://www.joingoldenage.com/p/greg-brockman-openai-put-25-of-itsThe Scuttlebutten2026-09-15T12:28:48+00:00Greg Brockman: OpenAI put 25% of its production engineers onto defending its own systemshttps://www.joingoldenage.com/p/jason-calacanis-lab-staff-who-breakThe Scuttlebutten2026-09-15T12:27:51+00:00Jason Calacanis: lab staff who break the communications policy should lose their optionshttps://www.joingoldenage.com/p/john-chen-capital-markets-now-crownThe Scuttlebutten2026-09-15T12:25:59+00:00John Chen: capital markets now crown the winner before customers dohttps://www.joingoldenage.com/p/todd-barlow-soul-patts-is-holdingThe Scuttlebutten2026-09-15T12:17:44+00:00Todd Barlow: Soul Patts is holding just shy of $3B in cash, about 20% of the portfoliohttps://www.joingoldenage.com/p/bofas-strategists-over-80-of-clientsThe Scuttlebutten2026-09-15T12:15:46+00:00BofA's strategists: over 80% of clients call Warsh's communications ineffectivehttps://www.joingoldenage.com/p/suranga-chandratillake-uk-pensionThe Scuttlebutten2026-09-15T12:14:01+00:00Suranga Chandratillake: UK pension funds benchmark each other, and that's the mistakehttps://www.joingoldenage.com/p/vaibhav-agrawal-99-of-lps-say-theyThe Scuttlebutten2026-09-15T12:08:43+00:00Vaibhav Agrawal: 99% of LPs say they want to co-invest, and about 2% actually do ithttps://www.joingoldenage.com/p/mark-carney-global-investors-areThe Scuttlebutten2026-09-15T12:07:38+00:00Mark Carney: global investors are underweight Canada, not even market weighthttps://www.joingoldenage.com/p/anastasia-buyalskaya-an-investmentThe Scuttlebutten2026-09-15T12:05:43+00:00Anastasia Buyalskaya: an investment committee past 7 dilutes accountabilityhttps://www.joingoldenage.com/p/the-ai-buildout-needs-300b-to-600bThe Scuttlebutten2026-09-13T21:15:58+00:00The AI Buildout Needs $300B to $600B a Year Just to Break Even