The Scuttlebutt

The Scuttlebutt

Home
Notes
Chat
Archive
About

Apple - $AAPL

Life360 founder: going public stops the worst decisions and the generational bets too
17 lessons: Why he listed in Sydney before Nasdaq, the freemium bet he says made the app impossible to disrupt, and why he thinks almost nobody actually…
 • The Scuttlebutt
Z-Ben Advisors CEO: China is building a gold reserve asset, not a reserve currency
18 arguments: Why rare earths were "the ultimate McGuffin", why Beijing would rather the mullahs stayed, and the $10–15T of local-government debt he…
 • The Scuttlebutt
Daily Tech News Show: Anthropic has picked Nasdaq for an October IPO at $2.3T
12 insights: what the reported Anthropic and OpenAI listing plans say about timing, why Beijing dismissed Western alarm while warning itself, and the…
 • The Scuttlebutt
Danielle Rios: the GPUs telcos are buying go obsolete in 18 months, not 5 years
14 insights: Why she says operators are signing up for a chip treadmill, what Nvidia actually wants from telco data centers, and the Nokia Bell Labs cut…
 • The Scuttlebutt
Kara Swisher's panel: Flock is in 40% of the US and police need no warrant to search
15 arguments: How a "black SUV" search put an innocent driver in jail for 13 days, what Meta quietly shipped to millions of glasses, and the study…
 • The Scuttlebutt
Scott Galloway: the AI industry is monetizing the end of the species
12 calls: Why he would put AI executives in jail rather than regulate the models, what the Anthropic S1 has to prove, and the one number that makes him…
 • The Scuttlebutt
Dave Baszucki: Roblox games will ship as standalone apps on phones and consoles
4 takeaways: What creators earned on the platform last year, the gaming version of a coding harness, and why Roblox is letting its own games leave the…
 • The Scuttlebutt
Jason Calacanis: the labs already ship the safeguards the doomers say don't exist
10 arguments: why he reads the extinction warnings as a planned rollout, the clause he would put in every AI-lab contract, and where he thinks the next…
 • The Scuttlebutt
Byron Deeter: the world is not going to consolidate around 2 or 3 model providers
6 arguments: Why an investor in Anthropic supports slowing his own company down, what an IPO would actually change, and the one pillar of Dario Amodei's…
 • The Scuttlebutt
Patrick McGee: the iPhone Duo is a halo product Apple expects not to sell
5 takeaways: why he thinks Apple has already priced in low sales, what a pre-recorded keynote hides about the new CEO, and the number that stopped him…
 • The Scuttlebutt
Motley Fool's contributors: the Duo's $58 lease may matter more than the phone
10 takeaways: why Chewy's sales fell in real terms, what Casey's 48x multiple had already priced in, and the Apple launch detail that could shorten the…
 • The Scuttlebutt
Fast Money traders: Oracle's $167B of debt is the risk inside the AI backlog
5 calls: Why the desk says Oracle's cash burn was half as bad as feared, what makes Apple the defensive trade in a weak tape, and the $10.4B average NFL…
 • The Scuttlebutt
© 2026 The Golden Age LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture