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Jensen Huang (mentioned)

$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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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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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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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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Sherwood's markets editor: Apple is where you hide from hyperscaler AI capex
13 insights: The number of S&P 500 stocks above 40x sales is at bear-market levels, why the Mag 7 just went negatively correlated with momentum, and the…
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"Your phone's going to be an agent": Okta CEO on the identity problem
8 arguments: Why an AI agent needs an identity before anyone can trust it, what OpenAI got wrong about its own model, and the registry he says every…
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Hundreds of CPUs go into one robot, and supply is the constraint, says Arm's CEO
9 numbers: The $2B figure he says looks better every quarter, why wafers are not the binding shortage, and the chip count hiding inside a humanoid robot
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Palo Alto Networks CEO: AI is the first technology whose output keeps changing
10 insights: Why he says no company will turn agents loose without guardrails, what a rate-hiking Fed does to high-multiple stocks, and the 1,200-agent…
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Virginia senator: data centers should lose bonus depreciation until they meet standards
7 arguments: What he wants around energy, water and setbacks, why he says Chinese open models cost 10% and deliver 90%, and what Loudoun County actually…
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Investment Committee: CrowdStrike, Fortinet and Palo Alto have all doubled this year
7 insights: Why the panel says there is no AI without cybersecurity, the 14% Wells Fargo has lagged the big five by, and the drawdown in Netflix one…
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Satya Nadella: tell an agent to optimize working capital and it may fake the books
10 arguments: Why he wants outside testers embedded in the labs, what he says Copilot's 30M users prove about the enterprise market, and the rural town…
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