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We stopped talking to investors and bought $6B of our own stock, says AppLovin's CEO
11 lessons: Why he calls advertising machine learning 1.0, what the buyback did to the share count, and why he thinks agents will not do your shopping…
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The age pension pays a couple 62% of a comfortable retirement — Equity Mates
9 lessons: the Fed, the ECB and now the RBA all raising, the retirement assumptions that have stopped holding, and Owen Rask on when to rip the band-aid…
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Where's Your Ed At writer: 11 AI insiders want a slowdown, none has said what it means
8 arguments: Why he calls the rationalist wing a religious cult, what Anthropic's 80% gross margin leaves out, and the crime he says the Hugging Face…
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Baseten model training co-head: pacing the frontier makes the labs buy more compute
10 arguments: Why he puts the rogue-agent risk at annoyance rather than catastrophe, what a megawatt of compute now costs, and why Anthropic's profit…
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Elon Musk: have the AI labs test each other's models, and China would probably agree
13 takeaways: What SpaceX's president says computer rental is doing to revenue, the 50–60% odds on catching Starship next flight, and why Terafab exists…
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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…
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OpenAI CFO: the ads business hit $1B in 7 months, the fastest-growing ad platform ever
13 arguments: Why a quarter of OpenAI's engineers came off production work for cyber, what a credit check costs once a model does it, and why she says…
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Bloomberg reporter: the biggest one-day split in 10 yrs between chips and software
5 insights: Why the compliance bill may land on the hyperscalers rather than the AI labs, what "AI borders" would mean for where models are hosted, and…
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Unhedged: if the robots kill us all, nobody is counting, so stay fully invested
8 arguments: The 10-year at 5.01%, why the AI warning letters are an accountability problem rather than a safety one, and the case for listing OpenAI…
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Franklin Templeton strategist: the modeling says 20–30% in alternatives, not 5–6%
6 insights: Why he says the private-credit redemption fights are self-inflicted, what the SpaceX listing reset for everyone else, and the allocation…
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Bloomberg Intelligence analyst: today's models are already good enough to carry demand
6 calls: Why he thinks Anthropic still wants to list this year, where the money goes if the frontier slows, and how Europe's mood on AI differs from…
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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…
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