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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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Software gets broader, semis get narrower next year, says Hedgeye portfolio manager
14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…
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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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Goldman Sachs M&A co-head: this is the biggest M&A year in the history of the world
16 insights: why he says 2% of companies report AI in their earnings, who actually pays for the 2028 Los Angeles Games, and why he says there is no M…
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26K entries, 5 finalists, and none of them coded, XPRIZE founder finds
5 arguments: Why he says the labs need cover from lawsuits rather than safety rules, why the Hugging Face agents were doing exactly their job, and what…
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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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26 countries tried laser enrichment and none built a plant — LIS Technologies president
16 takeaways: The single US enrichment plant is European-owned, two-thirds of the fuel is imported, and he says his prototype is weeks from its first…
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Getting attention is easy now, getting people to stick is the hard part — a16z partner
18 insights: Why he hasn't Googled in ages, the one question he asks anyone who adopts a new app, and why Siri only gets so many chances to try one more…
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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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"There's really almost no incentives to invest in people": ex-Commerce Secretary on AI
11 arguments: Why she thinks a 4.1% unemployment rate hides the damage, what she is asking every CEO she meets, and the $20B tax credit her host…
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A US solar industry costs less than one hyperscaler's data centers, says Swift Solar CEO
11 insights: How stacked cells lift solar's ceiling from 30% to 45%, what China's 90% grip on manufacturing does to a US rebuild, and the Google name…
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Tim Sanders: 50% of B2B software buyers now open a chatbot before Google
23 insights: Why 41% of an AI purchase recommendation rides on third-party lists, what the validation layer does at inference, and why he expects SaaS…
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