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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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The Canadian Investor: the AI labs are racing to become too big to fail
15 takeaways: Why a rate hike can hand income to households, the gap between what an AI subscription costs and what it buys, and a -17% housing-starts…
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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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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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RV Capital founder on 2022: "I wasn't shocked that the fund went down 50%"
19 lessons: Why a third of the portfolio sits in Chinese stocks, what a 47.6% drawdown and a stomach tumor in the same year taught him, and the one…
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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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"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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"I said the 10-year note is the risk asset": Macro Risk Advisors CEO on hedging
12 insights: A 40-point gap between single-stock and index volatility, $860B of new federal debt in 4 months, and the hedge he wants left on until…
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Fortell CEO: AirPods are clinically valid audiometers you can use at home
10 takeaways: Why five companies make 97% of hearing aids, what Medicare refuses to cover, and the custom chip that let a startup put a real-time AI…
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Semis fell 29% in a month and the setup is worse now, says Niles Investment Management
5 calls: Why he has a lot of shorts on into the midterms, the one megacap he is long at 17 times earnings, and the reason he thinks 6% on the 10-year is…
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