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Elon Musk (mentioned)

Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure
10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…
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Anthropic went from $4B to $65B in annualized revenue in a year, Big Technology finds
12 takeaways: Why the AI doom wave may be marketing, what a $1.5T OpenAI round leaked to the Times signals, and the frontier's slide from 53% of tokens…
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"It's largely a convenient boogeyman": former DOJ antitrust chief on AI and China
16 arguments: why he says the labs want permission to stop spending, what "robot jail" for AI agents would mean, and why the Apple case is still live
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"I would never ever bet against Elon": Positron co-founder on data centers in space
17 arguments: Why he calls the anti-data-center turn a Chinese psyop, what cached tokens do to AI margins, and why he trusts Oracle's credit over the…
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Treat a $400K nest egg like $300M, says Armington Capital founder
10 principles: The five funds he puts 20% each into, why he says middle-class investors take more risk than rich ones, and the two commodity ETFs he…
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Link Ventures founder: the AI labs asked the wrong administration for a waiver
16 takeaways: Why the panel calls the agreement a safety cartel, the one proposal they think China would accept, and what they say is really behind…
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Founders who lived the problem beat opportunists 9 to 1, says Kae Capital founder
23 principles: The 10-slide deck he wants to see, why he rates India's appetite for risk at 4 against America's 9.5, and the seed round he passed on…
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MIRI's president on the AI math proof: "a swarm of 10,000 agents running for 11 days"
13 arguments: Why he calls the models tendency learners rather than instruction followers, what the swarm incident logs show, and the chip treaty he…
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Equity Mates: the ASX 200 growth index is down 10.25% over 12 months
15 takeaways: Why 14 of FY26's top 20 Australian stocks were resources, the Saudi export routes that pushed oil back toward $110, and the 13% of…
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AI labs' alignment means an AI that won't kill 100% of humanity, says an astrophysicist
12 insights: The 600K-word Harry Potter fan fiction that recruited a movement, how Peter Thiel's money reached both DeepMind and OpenAI, and the test…
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"That's not a viable product": Buy Hold Rant on the AI safety fight
15 calls: Why a slowdown in frontier models would not cut memory demand, the $100B one host credits to Meta's free assistant, and the case against…
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AFR markets reporter on Cathie Wood: "Her fund fell 23% in 2021 and then 67% in 2022"
11 insights: Her case for global GDP growth above 7% by 2030, the $500K Bitcoin base case, and the US data-center backlash she says keeps her up at…
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