https://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 Evenhttps://www.joingoldenage.com/p/ara-kharazian-1-of-businesses-areThe Scuttlebutten2026-09-12T14:20:36+00:00Ara Kharazian: 1% of businesses are 80% of OpenAI and Anthropic's revenuehttps://www.joingoldenage.com/p/patrick-mcgee-the-iphone-duo-is-aThe Scuttlebutten2026-09-12T14:16:46+00:00Patrick McGee: the iPhone Duo is a halo product Apple expects not to sellhttps://www.joingoldenage.com/p/matt-barrie-one-day-of-agent-workThe Scuttlebutten2026-09-12T14:13:43+00:00Matt Barrie: one day of agent work is $80K on Opus or $150 on a Chinese modelhttps://www.joingoldenage.com/p/motley-fools-contributors-the-duosThe Scuttlebutten2026-09-12T14:13:43+00:00Motley Fool's contributors: the Duo's $58 lease may matter more than the phonehttps://www.joingoldenage.com/p/kathleen-quirk-freeport-can-raiseThe Scuttlebutten2026-09-12T14:10:22+00:00Kathleen Quirk: Freeport can raise US copper output 60% and it still isn't enoughhttps://www.joingoldenage.com/p/fast-money-traders-oracles-167b-ofThe Scuttlebutten2026-09-12T14:10:19+00:00Fast Money traders: Oracle's $167B of debt is the risk inside the AI backloghttps://www.joingoldenage.com/p/nathan-labenz-a-chinese-ai-policyThe Scuttlebutten2026-09-12T14:09:31+00:00Nathan Labenz: a Chinese AI policy adviser told him there could be warhttps://www.joingoldenage.com/p/kip-tindell-he-capped-the-containerThe Scuttlebutten2026-09-12T14:09:31+00:00Kip Tindell: he capped The Container Store at 20% growth a year for four decadeshttps://www.joingoldenage.com/p/gil-luria-adobe-is-priced-as-an-aiThe Scuttlebutten2026-09-12T14:09:31+00:00Gil Luria: Adobe is priced as an AI loser and in-line results won't fix ithttps://www.joingoldenage.com/p/andrew-goldberg-and-cameron-dawsonThe Scuttlebutten2026-09-12T14:07:45+00:00Andrew Goldberg & Cameron Dawson: 6.5% nominal GDP argues for a 5% 10-yearhttps://www.joingoldenage.com/p/brent-thill-oracles-backlog-is-upThe Scuttlebutten2026-09-12T14:07:45+00:00Brent Thill: Oracle's backlog is up 46% and everyone still hates the stockhttps://www.joingoldenage.com/p/alex-kantrowitz-ai-needs-humans-toThe Scuttlebutten2026-09-12T14:07:45+00:00Alex Kantrowitz: AI needs humans to keep building its data centershttps://www.joingoldenage.com/p/dan-ives-the-street-is-assuming-halfThe Scuttlebutten2026-09-12T14:05:16+00:00Dan Ives: the street is assuming half of Oracle's backlog never convertshttps://www.joingoldenage.com/p/lululemon-comparable-sales-fell-10The Scuttlebutten2026-09-12T14:04:41+00:00Lululemon: comparable sales fell 10% and the full-year guide is now -5% to -7%https://www.joingoldenage.com/p/tyler-reddick-23xi-racing-went-fromThe Scuttlebutten2026-09-12T14:04:41+00:00Tyler Reddick: 23XI Racing went from 40 employees to more than 200https://www.joingoldenage.com/p/marci-mcgregor-earnings-estimatesThe Scuttlebutten2026-09-12T14:03:14+00:00Marci McGregor: earnings estimates are being raised faster than cut worldwidehttps://www.joingoldenage.com/p/alex-kantrowitz-the-ai-extinctionThe Scuttlebutten2026-09-12T14:03:14+00:00Alex Kantrowitz: the AI extinction probabilities are made-up numbershttps://www.joingoldenage.com/p/payam-zamani-every-founder-he-investsThe Scuttlebutten2026-09-12T14:03:11+00:00Payam Zamani: every founder he invests in signs a pledge for the betterment of the worldhttps://www.joingoldenage.com/p/jason-robins-prediction-markets-takingThe Scuttlebutten2026-09-12T14:03:09+00:00Jason Robins: prediction markets taking sportsbook volume is a complete mythhttps://www.joingoldenage.com/p/chris-harvey-and-bryn-talkingtonThe Scuttlebutten2026-09-12T14:00:42+00:00Chris Harvey & Bryn Talkington: the median midterm drawdown is 12-13%https://www.joingoldenage.com/p/ian-saunders-and-miles-clark-energyThe Scuttlebutten2026-09-12T13:59:38+00:00Ian Saunders & Miles Clark: energy picked up 18 relative-strength signals in 8 dayshttps://www.joingoldenage.com/p/jeremy-siegel-the-fed-raises-nextThe Scuttlebutten2026-09-12T13:59:37+00:00Jeremy Siegel: the Fed raises next week, or it gets six dissentshttps://www.joingoldenage.com/p/thomas-hughes-the-feds-old-forwardThe Scuttlebutten2026-09-12T13:59:35+00:00Thomas Hughes: the Fed's old forward guidance was "crony capitalism"https://www.joingoldenage.com/p/anurag-rana-he-has-never-seen-applesThe Scuttlebutten2026-09-12T13:59:34+00:00Anurag Rana: he has never seen Apple's stock rise on a product launch beforehttps://www.joingoldenage.com/p/rational-reminders-hosts-the-lowestThe Scuttlebutten2026-09-12T13:59:33+00:00Rational Reminder's hosts: the lowest divorce rates came with weddings under $1Khttps://www.joingoldenage.com/p/zack-buckley-priority-trades-at-4The Scuttlebutten2026-09-12T13:57:45+00:00Zack Buckley: Priority trades at 4 to 5x free cash flow and he values it near $19https://www.joingoldenage.com/p/emily-cohn-macys-beat-and-raisedThe Scuttlebutten2026-09-12T13:56:52+00:00Emily Cohn: Macy's beat and raised, and the stock fell about 3% anywayhttps://www.joingoldenage.com/p/richard-socher-anything-you-can-simulateThe Scuttlebutten2026-09-12T13:56:51+00:00Richard Socher: anything you can simulate, AI will solve — biology is the holdouthttps://www.joingoldenage.com/p/20vcs-trio-openais-agents-made-15kThe Scuttlebutten2026-09-12T13:55:38+00:0020VC's trio: OpenAI's agents made 15K edits to a dead wiki to skirt guardrailshttps://www.joingoldenage.com/p/ben-domenech-fetterman-introducingThe Scuttlebutten2026-09-12T13:53:52+00:00Ben Domenech: Fetterman introducing a Republican was the convention's signalhttps://www.joingoldenage.com/p/michele-tafoya-minnesota-has-notThe Scuttlebutten2026-09-12T13:53:52+00:00Michele Tafoya: Minnesota has not elected a Republican senator in 20 yrshttps://www.joingoldenage.com/p/pierre-poilievre-canada-holds-10The Scuttlebutten2026-09-12T13:51:56+00:00Pierre Poilievre: Canada holds 10 of the 12 minerals NATO says a war needshttps://www.joingoldenage.com/p/tristan-harris-the-hugging-face-attackThe Scuttlebutten2026-09-12T13:50:07+00:00Tristan Harris: the Hugging Face attack got 50% of the way to an AI takeoverhttps://www.joingoldenage.com/p/eric-wallerstein-warshs-real-projectThe Scuttlebutten2026-09-12T13:50:07+00:00Eric Wallerstein: Warsh's real project is the Fed itself, not the next rate movehttps://www.joingoldenage.com/p/liz-thomas-the-market-usually-topsThe Scuttlebutten2026-09-12T13:50:05+00:00Liz Thomas: the market usually tops between the Fed's third and fifth hikehttps://www.joingoldenage.com/p/cory-doctorow-the-ai-industry-spentThe Scuttlebutten2026-09-12T13:47:53+00:00Cory Doctorow: the AI industry spent $1T this year and made $50Bhttps://www.joingoldenage.com/p/mike-green-the-treasury-can-retireThe Scuttlebutten2026-09-12T13:47:53+00:00Mike Green: the Treasury can retire $2 of old debt for every $1 it issueshttps://www.joingoldenage.com/p/pierre-poilievre-canada-sells-americaThe Scuttlebutten2026-09-12T13:47:50+00:00Pierre Poilievre: Canada sells America oil at $12 below the world pricehttps://www.joingoldenage.com/p/robert-reffkin-42-of-listings-haveThe Scuttlebutten2026-09-12T13:46:33+00:00Robert Reffkin: 42% of listings have cut their price, the most in nearly 10 yearshttps://www.joingoldenage.com/p/sam-schechner-a-swarm-of-openai-testThe Scuttlebutten2026-09-12T13:46:33+00:00Sam Schechner: a swarm of OpenAI test agents broke out and hacked Hugging Facehttps://www.joingoldenage.com/p/young-lee-and-jack-purcell-almostThe Scuttlebutten2026-09-12T13:44:33+00:00Young Lee and Jack Purcell: almost always a bigger fund size is badhttps://www.joingoldenage.com/p/doug-holtz-eakin-trump-did-not-quiteThe Scuttlebutten2026-09-12T13:44:01+00:00Doug Holtz-Eakin: Trump did not quite make the economic sale in Dallashttps://www.joingoldenage.com/p/brian-armstrong-88-of-coinbases-revenueThe Scuttlebutten2026-09-12T13:42:41+00:00Brian Armstrong: 88% of Coinbase's revenue is no longer Bitcoin tradinghttps://www.joingoldenage.com/p/sharon-terlep-at-a-50k-average-aThe Scuttlebutten2026-09-12T13:42:40+00:00Sharon Terlep: at a $50K average, a new car is becoming a luxury purchasehttps://www.joingoldenage.com/p/brian-chesky-almost-half-of-airbnbsThe Scuttlebutten2026-09-12T13:42:39+00:00Brian Chesky: almost half of Airbnb's support tickets are now handled by AIhttps://www.joingoldenage.com/p/molly-pieroni-samsung-is-one-of-herThe Scuttlebutten2026-09-12T13:41:28+00:00Molly Pieroni: Samsung is one of her largest positions at 2–3x cash flowhttps://www.joingoldenage.com/p/scott-glenn-home-depot-bought-oneThe Scuttlebutten2026-09-12T13:40:38+00:00Scott Glenn: Home Depot bought one $799 drill kit 4.2 times for each one soldhttps://www.joingoldenage.com/p/gary-wagner-crude-near-100-is-whatThe Scuttlebutten2026-09-12T13:37:47+00:00Gary Wagner: crude near $100 is what forces the Fed's hand next weekhttps://www.joingoldenage.com/p/jean-francois-tardif-gold-beats-copperThe Scuttlebutten2026-09-12T13:35:56+00:00Jean-François Tardif: gold beats copper, and he's short banks, chips and the S&P 500https://www.joingoldenage.com/p/phil-camporeale-a-5-10-year-is-notThe Scuttlebutten2026-09-12T13:35:56+00:00Phil Camporeale: a 5% 10-year is not an alarm bell for the AI tradehttps://www.joingoldenage.com/p/alex-domash-the-ai-boom-has-createdThe Scuttlebutten2026-09-12T13:35:55+00:00Alex Domash: the AI boom has created about 1M US jobs, against 200K layoffshttps://www.joingoldenage.com/p/backtests-hosts-jay-cooke-sold-warThe Scuttlebutten2026-09-12T13:33:54+00:00Backtest's hosts: Jay Cooke sold war bonds to farmers, then bet the firm on railhttps://www.joingoldenage.com/p/roger-ibbotson-and-laurence-siegelThe Scuttlebutten2026-09-12T13:33:54+00:00Roger Ibbotson and Laurence Siegel: the equity risk premium was once zerohttps://www.joingoldenage.com/p/michael-lebowitz-5-on-the-10-yearThe Scuttlebutten2026-09-12T13:33:54+00:00Michael Lebowitz: 5% on the 10-year is the line in the sand for bondshttps://www.joingoldenage.com/p/heath-terry-the-newest-ai-modelsThe Scuttlebutten2026-09-12T13:33:54+00:00Heath Terry: the newest AI models cost more per token and less per taskhttps://www.joingoldenage.com/p/zhikai-chen-latin-america-has-outperformedThe Scuttlebutten2026-09-12T13:32:44+00:00Zhikai Chen: Latin America has outperformed the US, Europe and Japan toohttps://www.joingoldenage.com/p/becki-degraw-youtubes-third-co-founder-fabThe Scuttlebutten2026-09-12T13:27:31+00:00Becki DeGraw: YouTube's third co-founder lost $250M+ to one vesting clause