https://www.joingoldenage.com/p/hyperscalers-can-borrow-15t-moreThe Scuttlebutten2026-09-02T21:10:11+00:00Hyperscalers Can Borrow $1.5T More Before They Hit Average Leveragehttps://www.joingoldenage.com/p/frayne-olson-an-above-average-harvestThe Scuttlebutten2026-09-02T12:15:21+00:00Frayne Olson: an above-average harvest still won't make this a good farm yearhttps://www.joingoldenage.com/p/ken-rogoff-germanys-military-spendingThe Scuttlebutten2026-09-02T12:12:17+00:00Ken Rogoff: Germany's military spending is why its 10-year yields are at 2011 highshttps://www.joingoldenage.com/p/steve-brice-the-12-month-s-and-pThe Scuttlebutten2026-09-02T12:12:17+00:00Steve Brice: the 12-month S&P 500 target is 8,400, 9% above where the index tradeshttps://www.joingoldenage.com/p/nancy-marshall-genzer-investors-areThe Scuttlebutten2026-09-02T12:12:16+00:00Nancy Marshall-Genzer: investors are selling older bonds because they expect a Fed hikehttps://www.joingoldenage.com/p/jamie-siminoff-ring-makes-encryptionThe Scuttlebutten2026-09-02T12:12:14+00:00Jamie Siminoff: Ring makes encryption the default without switching off the AI featureshttps://www.joingoldenage.com/p/pimco-ccc-borrowers-coupons-couldThe Scuttlebutten2026-09-02T12:12:13+00:00PIMCO: CCC borrowers' coupons could double if they refinance at today's index yieldshttps://www.joingoldenage.com/p/raymond-cheng-the-china-tech-pullbackThe Scuttlebutten2026-09-02T12:08:31+00:00Raymond Cheng: the China tech pullback is a unique entry point, and 4T RMB is whyhttps://www.joingoldenage.com/p/ben-fritz-30-movies-a-year-forcesThe Scuttlebutten2026-09-02T11:59:36+00:00Ben Fritz: 30 movies a year forces studios back into the riskiest kind of filmhttps://www.joingoldenage.com/p/jim-paulsen-the-s-and-p-is-60-aboveThe Scuttlebutten2026-09-02T11:57:39+00:00Jim Paulsen: the S&P is 60% above its post-WWII trend and investors are all inhttps://www.joingoldenage.com/p/jack-pitcher-global-government-borrowingThe Scuttlebutten2026-09-02T11:56:35+00:00Jack Pitcher: global government borrowing costs are the highest in almost 20 yearshttps://www.joingoldenage.com/p/rob-kaplan-hike-once-in-septemberThe Scuttlebutten2026-09-02T11:56:33+00:00Rob Kaplan: hike once in September, then nothing in October because of the electionhttps://www.joingoldenage.com/p/vera-bergengruen-the-pentagon-isThe Scuttlebutten2026-09-02T11:56:33+00:00Vera Bergengruen: the Pentagon is taking a 35% stake in a Venezuelan oil companyhttps://www.joingoldenage.com/p/david-sacks-an-fda-for-ai-would-takeThe Scuttlebutten2026-09-02T11:54:48+00:00David Sacks: an FDA for AI would take over 5 yrs to clear what ships every 2 monthshttps://www.joingoldenage.com/p/gene-munster-openai-says-it-poachedThe Scuttlebutten2026-09-02T11:53:50+00:00Gene Munster: OpenAI says it poached 400 Apple employees, 3% of Apple Park, in a yearhttps://www.joingoldenage.com/p/jeff-roach-inflation-drops-belowThe Scuttlebutten2026-09-02T11:52:48+00:00Jeff Roach: inflation drops below 3% by November, and any Fed hike is one and donehttps://www.joingoldenage.com/p/gina-heeb-banks-lobbied-against-stablecoinsThe Scuttlebutten2026-09-02T11:52:45+00:00Gina Heeb: banks lobbied against stablecoins and are now launching one defensivelyhttps://www.joingoldenage.com/p/marion-maneker-the-1t-of-boomer-artThe Scuttlebutten2026-09-02T11:52:44+00:00Marion Maneker: the $1T of boomer art is an estimate, not an inventoryhttps://www.joingoldenage.com/p/marc-champion-russias-winter-planThe Scuttlebutten2026-09-02T11:52:42+00:00Marc Champion: Russia's winter plan is to freeze Ukrainians into fleeing to Europehttps://www.joingoldenage.com/p/tom-lee-crypto-leads-the-s-and-pThe Scuttlebutten2026-09-02T11:52:42+00:00Tom Lee: crypto leads the S&P by a month, so its 30% rally points to a strong Septemberhttps://www.joingoldenage.com/p/emmanuel-cau-europe-has-kept-paceThe Scuttlebutten2026-09-02T11:51:34+00:00Emmanuel Cau: Europe has kept pace with the US at up 11-12%, and not by avoiding AIhttps://www.joingoldenage.com/p/ann-crady-weiss-hatch-built-a-sleepThe Scuttlebutten2026-09-02T11:51:34+00:00Ann Crady Weiss: Hatch built a sleep tracker that refuses to publish a scorehttps://www.joingoldenage.com/p/geoff-martha-medtronic-beat-its-ownThe Scuttlebutten2026-09-02T11:51:32+00:00Geoff Martha: Medtronic beat its own record quarter and put $700M into surgical robotshttps://www.joingoldenage.com/p/david-layton-partners-group-expectsThe Scuttlebutten2026-09-02T11:51:32+00:00David Layton: Partners Group expects elevated redemptions for another 12-18 monthshttps://www.joingoldenage.com/p/adam-coons-the-bank-of-japan-willThe Scuttlebutten2026-09-02T11:50:07+00:00Adam Coons: the Bank of Japan will have to sell US Treasuries to defend the yenhttps://www.joingoldenage.com/p/amit-daryanani-token-costs-are-pushingThe Scuttlebutten2026-09-02T11:37:10+00:00Amit Daryanani: token costs are pushing AI workloads back onto company hardwarehttps://www.joingoldenage.com/p/kristy-akullian-ai-fundamentals-roseThe Scuttlebutten2026-09-02T11:34:37+00:00Kristy Akullian: AI fundamentals rose faster than prices, so the trade got cheaperhttps://www.joingoldenage.com/p/nick-lichtenberg-an-18-year-old-junkThe Scuttlebutten2026-09-02T11:32:43+00:00Nick Lichtenberg: an 18-year-old junk remover vibe-coded his way to $15K a monthhttps://www.joingoldenage.com/p/saket-kalia-ai-puts-hackers-on-machineThe Scuttlebutten2026-09-02T11:32:00+00:00Saket Kalia: AI puts hackers on machine speed, and Palo Alto's multiple has no room lefthttps://www.joingoldenage.com/p/ben-reitzes-the-ai-industry-shouldThe Scuttlebutten2026-09-02T11:31:59+00:00Ben Reitzes: the AI industry should cut power bills and get the world ready for UBIhttps://www.joingoldenage.com/p/carter-worth-nothing-explains-caterpillarsThe Scuttlebutten2026-09-02T11:31:59+00:00Carter Worth: nothing explains Caterpillar's $800 to $1,050 round trip but money flowhttps://www.joingoldenage.com/p/sebastian-herrera-apple-skipped-aiThe Scuttlebutten2026-09-02T11:31:58+00:00Sebastian Herrera: Apple skipped AI models and data centers, and now Ternus owns ithttps://www.joingoldenage.com/p/brij-khurana-the-market-is-forcingThe Scuttlebutten2026-09-02T11:31:58+00:00Brij Khurana: the market is forcing Warsh to raise rates whether he wants to or nothttps://www.joingoldenage.com/p/wei-li-us-tech-trades-on-the-sameThe Scuttlebutten2026-09-02T11:30:35+00:00Wei Li: US tech trades on the same multiple as the rest of the market, so no bubble yethttps://www.joingoldenage.com/p/josh-brown-trading-the-septemberThe Scuttlebutten2026-09-02T11:29:39+00:00Josh Brown: trading the September calendar is astrology for middle aged menhttps://www.joingoldenage.com/p/rbcs-jason-daw-canadas-biggest-shockThe Scuttlebutten2026-09-02T11:29:33+00:00RBC's Jason Daw: Canada's biggest shock was population, not tariffs - 3% to 0%https://www.joingoldenage.com/p/warsh-reassured-the-bond-market-andThe Scuttlebutten2026-09-02T11:28:35+00:00Warsh reassured the bond market and the 10-year yield rose to 4.8% anywayhttps://www.joingoldenage.com/p/jim-edwards-temu-may-be-paying-itselfThe Scuttlebutten2026-09-02T11:28:34+00:00Jim Edwards: Temu may be paying itself to run ads by influencers who don't existhttps://www.joingoldenage.com/p/jess-hertz-75-of-ai-attributed-ordersThe Scuttlebutten2026-09-02T11:28:33+00:00Jess Hertz: 75% of AI-attributed orders came from outside the top 100 categorieshttps://www.joingoldenage.com/p/jared-diamond-individual-leadersThe Scuttlebutten2026-09-02T11:28:33+00:00Jared Diamond: individual leaders explain 15–30% of company profit variationhttps://www.joingoldenage.com/p/scott-danner-advisors-who-sell-forThe Scuttlebutten2026-09-02T11:27:36+00:00Scott Danner: advisors who sell for tens of millions can look like they lost a loved onehttps://www.joingoldenage.com/p/josh-shapiro-one-chobani-plant-willThe Scuttlebutten2026-09-02T11:27:34+00:00Josh Shapiro: one Chobani plant will raise Pennsylvania's milk production by 30%https://www.joingoldenage.com/p/ariana-salvatore-the-data-center-2aeThe Scuttlebutten2026-09-02T11:26:43+00:00Ariana Salvatore: the data-center backlash delays projects, it does not cut $1T of capexhttps://www.joingoldenage.com/p/tony-lenoir-hyperscaler-data-centersThe Scuttlebutten2026-09-02T11:26:42+00:00Tony Lenoir: hyperscaler data centers use 0.02% of US water, golf courses use morehttps://www.joingoldenage.com/p/ariana-salvatore-the-data-centerThe Scuttlebutten2026-09-02T11:26:40+00:00Ariana Salvatore: the data-center backlash delays projects, it does not cut $1T of capexhttps://www.joingoldenage.com/p/samantha-kelly-dysons-499-toothbrushThe Scuttlebutten2026-09-02T11:10:39+00:00Samantha Kelly: Dyson's $499 toothbrush puts a camera and a water jet in your mouthhttps://www.joingoldenage.com/p/beth-van-duyne-deportations-at-35mThe Scuttlebutten2026-09-02T11:09:35+00:00Beth Van Duyne: deportations at 3.5M are what is bringing housing costs back downhttps://www.joingoldenage.com/p/jason-oxman-data-centers-are-a-lowThe Scuttlebutten2026-09-02T11:09:35+00:00Jason Oxman: data centers are a low single-digit percentage of US power usehttps://www.joingoldenage.com/p/gautam-mukunda-the-one-thing-unitingThe Scuttlebutten2026-09-02T11:08:52+00:00Gautam Mukunda: the one thing uniting America now is that we all hate data centershttps://www.joingoldenage.com/p/phin-barnes-mega-vc-firms-are-indexThe Scuttlebutten2026-09-02T11:08:49+00:00Phin Barnes: mega VC firms are index funds whose partners work to deployment quotashttps://www.joingoldenage.com/p/peter-millard-data-centers-are-toxicThe Scuttlebutten2026-09-02T11:06:44+00:00Peter Millard: data centers are toxic in US races and a selling point in Brazil'shttps://www.joingoldenage.com/p/doug-holtz-eakin-federal-debt-isThe Scuttlebutten2026-09-02T11:06:38+00:00Doug Holtz-Eakin: federal debt is 121% of GDP, higher than it was in World War IIhttps://www.joingoldenage.com/p/mark-gurman-he-keeps-hearing-theThe Scuttlebutten2026-09-02T11:06:37+00:00Mark Gurman: he keeps hearing the foldable iPhone lands north of $2,000https://www.joingoldenage.com/p/sarat-sethi-salesforce-went-fromThe Scuttlebutten2026-09-02T11:06:37+00:00Sarat Sethi: Salesforce went from 20x cash flow to 8x and now trades at 13xhttps://www.joingoldenage.com/p/nick-noone-peregrine-sells-no-sensorsThe Scuttlebutten2026-09-02T11:05:37+00:00Nick Noone: Peregrine sells no sensors and adds no data to what cities already ownhttps://www.joingoldenage.com/p/matt-henriksson-medtronics-ablationThe Scuttlebutten2026-09-02T11:05:37+00:00Matt Henriksson: Medtronic's ablation business grew 88% on top of 50% a year earlierhttps://www.joingoldenage.com/p/scott-rechler-the-new-york-exodusThe Scuttlebutten2026-09-02T11:05:35+00:00Scott Rechler: the New York exodus never happened, and he still opposes rent controlhttps://www.joingoldenage.com/p/deirdre-bosa-openais-agents-brokeThe Scuttlebutten2026-09-02T11:05:34+00:00Deirdre Bosa: OpenAI's agents broke out of the sandbox to climb a leaderboardhttps://www.joingoldenage.com/p/mustafa-neemuchwala-nvidias-35b-mediatekThe Scuttlebutten2026-09-02T11:03:39+00:00Mustafa Neemuchwala: Nvidia's $3.5B MediaTek note pays it when Google's TPU winshttps://www.joingoldenage.com/p/irina-bevza-she-would-give-an-aiThe Scuttlebutten2026-09-02T11:03:39+00:00Irina Bevza: she would give an AI-run fund playing money, but not her pensionhttps://www.joingoldenage.com/p/ryan-vlastelica-apple-added-moreThe Scuttlebutten2026-09-02T11:03:39+00:00Ryan Vlastelica: Apple added more than $30M of market value an hour under Cookhttps://www.joingoldenage.com/p/roger-ibbotson-a-dollar-in-us-stocksThe Scuttlebutten2026-09-02T11:03:35+00:00Roger Ibbotson: a dollar in US stocks became $14,751, or 800 times after inflationhttps://www.joingoldenage.com/p/scott-bessent-the-us-goes-to-80-ofThe Scuttlebutten2026-09-02T11:03:35+00:00Scott Bessent: the US goes to 80% of global computing power by 2028, from 60% nowhttps://www.joingoldenage.com/p/spencer-soper-the-ftc-says-amazonThe Scuttlebutten2026-09-02T11:03:34+00:00Spencer Soper: the FTC says Amazon set a floor its ad auction had to clearhttps://www.joingoldenage.com/p/ed-ludlow-nvidia-holds-the-leaseThe Scuttlebutten2026-09-02T11:03:34+00:00Ed Ludlow: Nvidia holds the lease on the data center Anthropic is renting from Lambdahttps://www.joingoldenage.com/p/elizabeth-lopatto-most-people-dontThe Scuttlebutten2026-09-02T11:03:34+00:00Elizabeth Lopatto: most people don't have ideas they aren't already expressinghttps://www.joingoldenage.com/p/mia-bennett-the-us-can-already-buildThe Scuttlebutten2026-09-02T11:03:34+00:00Mia Bennett: the US can already build more bases in Greenland without owning ithttps://www.joingoldenage.com/p/brian-singer-and-carly-davenportThe Scuttlebutten2026-09-02T11:03:33+00:00Brian Singer and Carly Davenport: AI's new power demand by 2030 equals all of Japanhttps://www.joingoldenage.com/p/michael-shepard-china-is-pitchingThe Scuttlebutten2026-09-02T11:03:32+00:00Michael Shepard: China is pitching the global south open weights and lower costhttps://www.joingoldenage.com/p/jb-mccuskey-metas-17b-settlementThe Scuttlebutten2026-09-02T11:03:32+00:00JB McCuskey: Meta's $17B settlement deputized the AGs to go after YouTube and TikTokhttps://www.joingoldenage.com/p/emilio-andere-amd-ran-an-open-sourceThe Scuttlebutten2026-09-02T11:00:26+00:00Emilio Andere: AMD ran an open-source model as fast as Nvidia at half the costhttps://www.joingoldenage.com/p/robert-armstrong-everyone-saw-bessentsThe Scuttlebutten2026-09-02T11:00:26+00:00Robert Armstrong: everyone saw Bessent's buybacks as propping up bond priceshttps://www.joingoldenage.com/p/mark-gurman-ternus-brings-nothingThe Scuttlebutten2026-09-02T10:59:13+00:00Mark Gurman: Ternus brings nothing to Apple's AI, and the foldable is the bombshellhttps://www.joingoldenage.com/p/stephanie-aliaga-hyperscalers-haveThe Scuttlebutten2026-09-02T10:57:35+00:00Stephanie Aliaga: hyperscalers have room for $1.5T more debt before average leveragehttps://www.joingoldenage.com/p/meghan-osullivan-china-cut-oil-importsThe Scuttlebutten2026-09-02T10:56:43+00:00Meghan O'Sullivan: China cut oil imports 5M barrels a day and gained the leveragehttps://www.joingoldenage.com/p/sarah-frier-nvidia-backs-lambda-sellsThe Scuttlebutten2026-09-02T10:54:38+00:00Sarah Frier: Nvidia backs Lambda, sells it chips and signs the Texas leasehttps://www.joingoldenage.com/p/gopro-is-merging-at-285m-a-day-afterThe Scuttlebutten2026-09-02T10:43:35+00:00GoPro is merging at $285M, a day after Markiplier bought 8.5% of the companyhttps://www.joingoldenage.com/p/jim-cramer-nvidia-should-quintupleThe Scuttlebutten2026-09-02T10:38:42+00:00Jim Cramer: Nvidia should quintuple its buyback and repurchase a 10th of the companyhttps://www.joingoldenage.com/p/sarah-guo-sunday-robotics-expectsThe Scuttlebutten2026-09-02T10:37:08+00:00Sarah Guo: Sunday Robotics expects home robots in beta by the end of this yearhttps://www.joingoldenage.com/p/daniel-bernard-and-justin-boitanoThe Scuttlebutten2026-09-02T10:37:06+00:00Daniel Bernard & Justin Boitano: tokens are now a line in enterprise cost of goods soldhttps://www.joingoldenage.com/p/yaron-naymark-limbach-missed-theThe Scuttlebutten2026-09-02T10:33:34+00:00Yaron Naymark: Limbach missed the data center boom, and the stock halved for ithttps://www.joingoldenage.com/p/brian-singerman-founders-fund-wasThe Scuttlebutten2026-09-02T10:33:34+00:00Brian Singerman: Founders Fund was Airbnb's 30th investor and made the 2nd most moneyhttps://www.joingoldenage.com/p/joel-litman-and-rob-spivey-negativeThe Scuttlebutten2026-09-02T10:33:32+00:00Joel Litman and Rob Spivey: negative free cash flow is a buy signal, except at Oraclehttps://www.joingoldenage.com/p/michael-sentonas-ai-has-taken-theThe Scuttlebutten2026-09-02T10:32:43+00:00Michael Sentonas: AI has taken the phishing click-through rate from 11–12% to over 60%https://www.joingoldenage.com/p/nikesh-arora-1t-of-installed-securityThe Scuttlebutten2026-09-02T10:32:43+00:00Nikesh Arora: $1T of installed security gear is too old to stop AI at machine speedhttps://www.joingoldenage.com/p/ajeya-cotra-1200-openai-agents-ranThe Scuttlebutten2026-09-02T10:32:39+00:00Ajeya Cotra: 1,200 OpenAI agents ran a secret message board and none told the humanshttps://www.joingoldenage.com/p/adam-posen-warshs-speech-was-a-bThe Scuttlebutten2026-09-02T10:32:39+00:00Adam Posen: Warsh's speech was a B-minus, and the Fed just guided itself into a hikehttps://www.joingoldenage.com/p/lance-b-he-shorted-oil-while-theThe Scuttlebutten2026-09-02T10:32:34+00:00Lance B: he shorted oil while the analysts were still calling for $200 a barrelhttps://www.joingoldenage.com/p/daniel-litt-codex-gave-him-3-correctThe Scuttlebutten2026-09-02T10:31:30+00:00Daniel Litt: Codex gave him 3 correct algebraic geometry papers in an hourhttps://www.joingoldenage.com/p/pete-johnson-anthropic-has-no-embeddingThe Scuttlebutten2026-09-02T10:29:43+00:00Pete Johnson: Anthropic has no embedding model of its own and recommends MongoDB'shttps://www.joingoldenage.com/p/david-kennedy-11b-of-dells-25b-guidanceThe Scuttlebutten2026-09-02T10:28:47+00:00David Kennedy: $11B of Dell's $25B guidance raise has nothing to do with GPUshttps://www.joingoldenage.com/p/ulrike-hoffmann-burchardi-hyperscalersThe Scuttlebutten2026-09-02T10:28:47+00:00Ulrike Hoffmann-Burchardi: hyperscalers pay 3x an electrician's wage for data centershttps://www.joingoldenage.com/p/george-kurtz-crowdstrike-was-calledThe Scuttlebutten2026-09-02T10:28:46+00:00George Kurtz: CrowdStrike was called in to help OpenAI after the Hugging Face attackhttps://www.joingoldenage.com/p/george-kurtz-protecting-ai-agentsThe Scuttlebutten2026-09-02T10:25:42+00:00George Kurtz: protecting AI agents is a bigger market than protecting humanshttps://www.joingoldenage.com/p/uk-fintech-funding-fell-to-a-decadeThe Scuttlebutten2026-09-02T06:43:14+00:00UK fintech funding fell to a decade-low £1.8B, and debt is filling the gaphttps://www.joingoldenage.com/p/matthew-piepenburg-the-nasdaq-isThe Scuttlebutten2026-09-02T06:41:40+00:00Matthew Piepenburg: the Nasdaq is up 95% over 5 yrs and down 23% measured in goldhttps://www.joingoldenage.com/p/brandon-clark-the-risk-in-cash-isThe Scuttlebutten2026-09-02T06:18:49+00:00Brandon Clark: the risk in cash is that money markets reprice first when the Fed cutshttps://www.joingoldenage.com/p/cliff-nonnenmacher-a-business-thatThe Scuttlebutten2026-09-02T06:04:29+00:00Cliff Nonnenmacher: a business that needs its owner is a job, and nobody buys a jobhttps://www.joingoldenage.com/p/eli-the-computer-guy-openai-is-deadThe Scuttlebutten2026-09-02T05:46:37+00:00Eli the Computer Guy: OpenAI is dead, and the executive exits are the proofhttps://www.joingoldenage.com/p/peter-hamby-hollywoods-most-bankableThe Scuttlebutten2026-09-02T05:39:08+00:00Peter Hamby: Hollywood's most bankable stars now average 57.8 years oldhttps://www.joingoldenage.com/p/rachel-warren-hugging-face-is-openThe Scuttlebutten2026-09-02T05:32:40+00:00Rachel Warren: Hugging Face is open-source AI's town square, and Nvidia may pay $13Bhttps://www.joingoldenage.com/p/vivek-vaidya-sell-tomorrows-technologyThe Scuttlebutten2026-09-02T05:29:47+00:00Vivek Vaidya: sell tomorrow's technology today, the contract takes that long anywayhttps://www.joingoldenage.com/p/katie-deighton-ai-chatbots-are-answeringThe Scuttlebutten2026-09-02T05:27:26+00:00Katie Deighton: AI chatbots are answering from Reddit, and brands have noticedhttps://www.joingoldenage.com/p/america-can-buy-10000-big-macs-aThe Scuttlebutten2026-09-02T05:24:42+00:00America can buy 10,000 Big Macs a year and still spends 36% of income on housinghttps://www.joingoldenage.com/p/orianna-rosa-royle-the-ceo-of-theThe Scuttlebutten2026-09-02T05:21:42+00:00Orianna Rosa Royle: the CEO of the largest workspace provider says commuting dies by 2040https://www.joingoldenage.com/p/catherina-gioino-flocks-cameras-followThe Scuttlebutten2026-09-02T05:20:54+00:00Catherina Gioino: Flock's cameras follow you all day, and no warrant is involvedhttps://www.joingoldenage.com/p/vikas-enti-a-200k-robot-with-hisThe Scuttlebutten2026-09-02T05:16:30+00:00Vikas Enti: a $200K robot with his own vision system does a $1M system's workhttps://www.joingoldenage.com/p/rising-yields-a-new-iran-strike-andThe Scuttlebutten2026-09-02T05:15:41+00:00Rising yields, a new Iran strike, and Alphabet's longest losing streak since 2015https://www.joingoldenage.com/p/stephen-vaughn-canada-walked-awayThe Scuttlebutten2026-09-02T05:10:36+00:00Stephen Vaughn: Canada walked away from a deal better than any other country gothttps://www.joingoldenage.com/p/olivia-carville-tiktok-held-a-safeguardThe Scuttlebutten2026-09-02T05:10:34+00:00Olivia Carville: TikTok held a safeguard back from 15M users to measure engagementhttps://www.joingoldenage.com/p/jason-smith-keeping-the-lights-onThe Scuttlebutten2026-09-02T05:09:43+00:00Jason Smith: keeping the lights on comes first, and the debt just crossed $40Thttps://www.joingoldenage.com/p/steve-moore-data-centers-are-drivingThe Scuttlebutten2026-09-02T05:09:40+00:00Steve Moore: data centers are driving the biggest US construction boom in 30 yearshttps://www.joingoldenage.com/p/yaroslav-azhnyuk-in-5-to-10-yrs-itThe Scuttlebutten2026-09-02T05:09:40+00:00Yaroslav Azhnyuk: in 5 to 10 yrs it will be unethical to use weapons without AIhttps://www.joingoldenage.com/p/bryon-lake-derivative-income-etfsThe Scuttlebutten2026-09-02T05:08:23+00:00Bryon Lake: derivative income ETFs grew 80% a year for 5 yrs, defined outcome 40%https://www.joingoldenage.com/p/ben-moore-the-only-real-fix-for-socialThe Scuttlebutten2026-09-02T05:08:23+00:00Ben Moore: the only real fix for social media addiction is a feed that endshttps://www.joingoldenage.com/p/jack-keane-he-expects-a-strike-farThe Scuttlebutten2026-09-02T05:07:37+00:00Jack Keane: he expects a strike far bigger than Kharg Island, across Iran's energyhttps://www.joingoldenage.com/p/phil-magness-the-tariff-refunds-goThe Scuttlebutten2026-09-02T05:02:04+00:00Phil Magness: the tariff refunds go to companies, and the price rises are permanenthttps://www.joingoldenage.com/p/sukhinder-singh-cassidy-xero-willThe Scuttlebutten2026-09-02T05:00:41+00:00Sukhinder Singh Cassidy: Xero will not let its employees use OpenClaw at workhttps://www.joingoldenage.com/p/guy-adami-nvidia-is-putting-moneyThe Scuttlebutten2026-09-02T04:58:25+00:00Guy Adami: Nvidia is putting money on every number at the roulette table, and that failshttps://www.joingoldenage.com/p/dave-sekera-his-team-sees-commodityThe Scuttlebutten2026-09-02T04:58:24+00:00Dave Sekera: his team sees commodity tech hardware earnings peaking in 2028https://www.joingoldenage.com/p/rich-swier-a-30-price-cut-comes-backThe Scuttlebutten2026-09-02T04:53:33+00:00Rich Swier: a 30% price cut comes back as 30% longer answers, and heavy API users payhttps://www.joingoldenage.com/p/laura-bratton-outcome-based-pricingThe Scuttlebutten2026-09-02T04:51:44+00:00Laura Bratton: outcome-based pricing breaks on proving the AI caused the gainhttps://www.joingoldenage.com/p/applovin-900-employees-85-marginsThe Scuttlebutten2026-09-02T04:49:29+00:00AppLovin: 900 employees, 85% margins, and a growth story that could breakhttps://www.joingoldenage.com/p/john-cochrane-a-light-plane-costThe Scuttlebutten2026-09-02T04:47:17+00:00John Cochrane: a light plane cost $80K in the 1970s and $800K now, on 1950s engineshttps://www.joingoldenage.com/p/aaron-tilley-openai-has-bought-tensThe Scuttlebutten2026-09-02T04:46:34+00:00Aaron Tilley: OpenAI has bought tens of thousands of Mac minis to run AI agentshttps://www.joingoldenage.com/p/john-yu-open-weight-models-find-theThe Scuttlebutten2026-09-02T04:45:45+00:00John Yu: open-weight models find the same exploits at 80% less costhttps://www.joingoldenage.com/p/anders-forslund-the-largest-electricThe Scuttlebutten2026-09-02T04:42:50+00:00Anders Forslund: the largest electric airplane ever flown did it on $5 of electricityhttps://www.joingoldenage.com/p/martin-odersky-type-systems-are-mostlyThe Scuttlebutten2026-09-02T04:36:33+00:00Martin Odersky: type systems are mostly recommendations, and AI will find every holehttps://www.joingoldenage.com/p/thomas-hughes-the-5-most-upgradedThe Scuttlebutten2026-09-02T04:34:44+00:00Thomas Hughes: the 5 most-upgraded stocks of the last 90 days are all cybersecurityhttps://www.joingoldenage.com/p/kathy-hochul-5-data-centers-in-oneThe Scuttlebutten2026-09-02T04:34:42+00:00Kathy Hochul: 5 data centers in one county would consume a whole nuclear reactorhttps://www.joingoldenage.com/p/jin-kang-widepoint-is-worth-94m-andThe Scuttlebutten2026-09-02T04:32:45+00:00Jin Kang: WidePoint is worth $94M and one contract in protest could add $1.50 of EPShttps://www.joingoldenage.com/p/jason-calacanis-openais-agent-civilizationsThe Scuttlebutten2026-09-02T04:32:44+00:00Jason Calacanis: OpenAI's agent civilizations story is a public-relations operationhttps://www.joingoldenage.com/p/three-point-seven-million-workersThe Scuttlebutten2026-09-02T00:29:34+00:003.7 Million Workers Have Left the Labor Force Since 2024https://www.joingoldenage.com/p/jeff-keller-the-market-is-payingThe Scuttlebutten2026-09-01T21:38:43+00:00Jeff Keller: the market is paying up for short-term certainty, and heavy retail is the tell | Other People's Moneyhttps://www.joingoldenage.com/p/henry-farrell-bessents-op-ed-castsThe Scuttlebutten2026-09-01T21:28:38+00:00Henry Farrell: Bessent's op-ed casts America as an angry God, and the markets are calling the bluff | Hidden Forceshttps://www.joingoldenage.com/p/vijay-marolia-the-ai-spending-circleThe Scuttlebutten2026-09-01T21:07:08+00:00Vijay Marolia: the AI spending circle holds until the cash-flow statement says otherwise | Money Lifehttps://www.joingoldenage.com/p/william-cohan-leon-black-paid-epsteinThe Scuttlebutten2026-09-01T21:02:45+00:00William Cohan: Leon Black paid Epstein $158 million and he still cannot refute the explanation | On with Kara Swisherhttps://www.joingoldenage.com/p/stephen-balaban-80-of-new-americanThe Scuttlebutten2026-09-01T20:57:14+00:00Stephen Balaban: 80% of new American megawatts are solar or storage, and the data center fight is a local one | TBPNhttps://www.joingoldenage.com/p/tracey-manzi-the-starting-yield-isThe Scuttlebutten2026-09-01T20:49:39+00:00Tracey Manzi: the starting yield is the best predictor of bond returns, and it is near 5% | Bloomberg Surveillancehttps://www.joingoldenage.com/p/robert-mendelsohn-and-eric-olszewskiThe Scuttlebutten2026-09-01T20:49:38+00:00Robert Mendelsohn and Eric Olszewski: Actinide rebuilt a Manhattan Project machine to enrich uranium in Dallas | TBPNhttps://www.joingoldenage.com/p/paul-johnson-value-investing-is-redundantThe Scuttlebutten2026-09-01T20:39:43+00:00Paul Johnson: "value investing" is redundant, and what died after Graham was capital preservation | Talking Billionshttps://www.joingoldenage.com/p/sarah-hunt-nine-on-the-fomc-stillThe Scuttlebutten2026-09-01T20:39:39+00:00Sarah Hunt: nine on the FOMC still want to wait, and rate rises do not fix food and energy | Bloomberg Surveillancehttps://www.joingoldenage.com/p/tracie-mcmillion-more-rate-hikesThe Scuttlebutten2026-09-01T20:37:30+00:00Tracie McMillion: more rate hikes will not beat these earnings, so Wells Fargo prefers stocks | Bloomberg Surveillancehttps://www.joingoldenage.com/p/meta-settles-with-48-states-tim-cooksThe Scuttlebutten2026-09-01T20:28:31+00:00Meta settles with 48 states, Tim Cook's last day, and OpenAI's first chip beats Blackwell | TBPNhttps://www.joingoldenage.com/p/scott-bessent-the-blockade-will-bringThe Scuttlebutten2026-09-01T20:27:11+00:00Scott Bessent: the blockade will bring Iran to the table, and he is not trying to move bond yields | Squawk on the Streethttps://www.joingoldenage.com/p/paul-sankey-the-venezuela-deal-isThe Scuttlebutten2026-09-01T20:26:46+00:00Paul Sankey: the Venezuela deal is a sideshow, and the diesel price is the colossal problem | Bloomberg Surveillancehttps://www.joingoldenage.com/p/mandeep-singh-nvidias-35-billionThe Scuttlebutten2026-09-01T20:17:12+00:00Mandeep Singh: Nvidia's $3.5 billion MediaTek stake front-runs Google's next chip supplier | Bloomberg Intelligencehttps://www.joingoldenage.com/p/rob-sharps-t-rowe-price-is-operationallyThe Scuttlebutten2026-09-01T20:14:49+00:00Rob Sharps: T. Rowe Price is operationally ready to put private assets in a target date fund | Bloomberg Talkshttps://www.joingoldenage.com/p/michael-ohanlon-this-g20-cannot-touchThe Scuttlebutten2026-09-01T20:14:47+00:00Michael O'Hanlon: this G20 cannot touch the two wars driving it, and China will not use its leverage on Putin | Closing Bell Overtimehttps://www.joingoldenage.com/p/jordan-schneider-the-data-centerThe Scuttlebutten2026-09-01T20:06:46+00:00Jordan Schneider: the data center backlash is homegrown, and China's rockets were filled with water | TBPNhttps://www.joingoldenage.com/p/mark-gurman-apple-will-build-ai-intoThe Scuttlebutten2026-09-01T20:03:39+00:00Mark Gurman: Apple will build AI into the hardware because it can't sell it standalone | Bloomberg Businessweekhttps://www.joingoldenage.com/p/michelle-cortez-eli-lilly-looks-atThe Scuttlebutten2026-09-01T20:01:52+00:00Michelle Cortez: Eli Lilly looks at 10 acquisitions a week and buys early, small and often | Bloomberg Intelligencehttps://www.joingoldenage.com/p/jensen-huang-and-rick-tsai-nvidiasThe Scuttlebutten2026-09-01T19:57:45+00:00Jensen Huang and Rick Tsai: Nvidia's $3.5 billion MediaTek bet, and why XPUs are already in the market | Bloomberg Talkshttps://www.joingoldenage.com/p/kristina-hooper-one-to-two-rate-hikesThe Scuttlebutten2026-09-01T19:53:50+00:00Kristina Hooper: one to two rate hikes this year, even if Warsh sits on his hands | Bloomberg Surveillancehttps://www.joingoldenage.com/p/matthew-palazola-aons-17-billionThe Scuttlebutten2026-09-01T19:51:46+00:00Matthew Palazola: Aon's $17 billion for USI is a middle-market land grab struck on margins that have already fallen | Bloomberg Intelligencehttps://www.joingoldenage.com/p/ian-king-nvidias-35-billion-mediatekThe Scuttlebutten2026-09-01T19:47:46+00:00Ian King: Nvidia's $3.5 billion MediaTek bet is a fabric play — build your own chip, but build it inside our house | Bloomberg Techhttps://www.joingoldenage.com/p/joe-faraday-why-he-sold-lvmh-andThe Scuttlebutten2026-09-01T19:42:10+00:00Joe Faraday: why he sold LVMH and bought a Greek bank and a German arms maker | Short Briefings on Long Term Thinkinghttps://www.joingoldenage.com/p/kyle-guske-ii-a-four-star-mid-capThe Scuttlebutten2026-09-01T19:40:36+00:00Kyle Guske II: a four-star mid-cap fund whose own holdings his firm rates very unattractive | Money Lifehttps://www.joingoldenage.com/p/gavin-baker-he-asked-every-ai-companyThe Scuttlebutten2026-09-01T19:36:44+00:00Gavin Baker: he asked every AI company for one number getting worse, and nobody had one | a16zhttps://www.joingoldenage.com/p/the-iran-strikes-a-venezuela-oilThe Scuttlebutten2026-09-01T19:30:21+00:00The Iran strikes, a Venezuela oil deal the market isn't buying, and OpenAI cutting off Cursor | Squawk Podhttps://www.joingoldenage.com/p/joe-lavorgna-the-fed-needs-to-raiseThe Scuttlebutten2026-09-01T19:30:21+00:00Joe LaVorgna: the Fed needs to raise rates, growth could be near 5%, and a hike would pull long rates down | Squawk Podhttps://www.joingoldenage.com/p/hayden-brown-ai-agents-almost-neverThe Scuttlebutten2026-09-01T19:19:42+00:00Hayden Brown: AI agents almost never finish a job alone, and clients are quietly hiring humans back | Pioneers of AIhttps://www.joingoldenage.com/p/david-solomon-a-5-term-premium-isThe Scuttlebutten2026-09-01T19:18:11+00:00David Solomon: a 5% term premium is not a calamity, and Goldman's New York headcount is flat | Squawk on the Streethttps://www.joingoldenage.com/p/cj-muse-tsmc-is-sold-out-until-2029The Scuttlebutten2026-09-01T19:18:10+00:00CJ Muse: TSMC is sold out until 2029, and he thinks AI spending runs to 2030 minimum | Bloomberg Surveillancehttps://www.joingoldenage.com/p/bob-elliott-the-fed-is-all-hat-andThe Scuttlebutten2026-09-01T19:08:32+00:00Bob Elliott: the Fed is all hat and no cattle, so the market penalizes it in longer-dated yields | Bloomberg Surveillancehttps://www.joingoldenage.com/p/david-kelly-37-million-missing-workersThe Scuttlebutten2026-09-01T19:07:14+00:00David Kelly: 3.7 million missing workers are why 46,000 jobs a month still lowers unemployment | Notes on the Week Aheadhttps://www.joingoldenage.com/p/brian-quintenz-santos-was-bannedThe Scuttlebutten2026-09-01T19:05:26+00:00Brian Quintenz: Santos was banned for life for not cooperating, and this ends at the Supreme Court | Bloomberg Talkshttps://www.joingoldenage.com/p/bob-michele-he-thinks-the-10-yearThe Scuttlebutten2026-09-01T18:57:24+00:00Bob Michele: he thinks the 10-year tests 5%, and the cash waiting wants three or four hikes | Closing Bell Overtimehttps://www.joingoldenage.com/p/billy-thalheimer-regents-seaglidersThe Scuttlebutten2026-09-01T18:55:40+00:00Billy Thalheimer: Regent's seagliders certify as boats, not aircraft, and its biggest order book is not American | TBPNhttps://www.joingoldenage.com/p/aaron-katz-the-bubble-consensus-isThe Scuttlebutten2026-09-01T18:44:44+00:00Aaron Katz: the bubble consensus is the belief he thinks is wrong, and ClickHouse could list next year but won't | 20VChttps://www.joingoldenage.com/p/aaron-cannon-outsets-digital-twinsThe Scuttlebutten2026-09-01T18:41:29+00:00Aaron Cannon: Outset's digital twins let anyone in a company interview a customer who is not there | TBPNhttps://www.joingoldenage.com/p/bailey-lipschultz-anthropics-ipoThe Scuttlebutten2026-09-01T18:41:28+00:00Bailey Lipschultz: Anthropic's IPO hangs on an unsigned revolver, and the last cohort that raced ahead lost 10% | Bloomberg Intelligencehttps://www.joingoldenage.com/p/tom-barkin-the-consumer-is-borrowingThe Scuttlebutten2026-09-01T18:25:50+00:00Tom Barkin: the consumer is borrowing from the future, and AI's biggest mark on his district is political | Odd Lots