https://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