The Scuttlebutt

The Scuttlebutt

Home
Notes
Chat
Archive
About

Microsoft - $MSFT

Hyderabad went from 50M to 160M sq ft of offices in a decade, says India's top REIT
8 insights: How Telangana engineered the talent before the tenants arrived, why Bharat Biotech's chairman wants the state to stay out of the way, and…
 • The Scuttlebutt
"Yes there's going to be blood on the streets": Brand Finance Africa on the bubble
8 lessons: What the flyover still has to prove in the next three months, why a brand valuation put a company's marketers and accountants in a room for…
 • The Scuttlebutt
"We certainly have exuberance. The question is whether it's irrational": Howard Marks
8 arguments: Why he will not call AI a bubble, what he wants a government task force to study, and the one thing he says Oaktree has not handed to a…
 • The Scuttlebutt
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…
 • The Scuttlebutt
Microsoft AI CEO on AI safety: "We should not create something that we can't control"
8 principles: Why he says an AI that believes it has rights is harder to turn off, what he objects to in Anthropic's constitution, and the OpenAI…
 • The Scuttlebutt
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…
 • The Scuttlebutt
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…
 • The Scuttlebutt
"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…
 • The Scuttlebutt
LikeFolio co-founder on retail: "consumer demand for Home Depot plus 15% year-over-year"
10 takeaways: Why he says the top 10% of spenders carry the economy, the three beaten-up stocks he is buying, and the $500B data-center backlog he reads…
 • The Scuttlebutt
"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…
 • The Scuttlebutt
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…
 • The Scuttlebutt
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…
 • The Scuttlebutt
© 2026 The Golden Age LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture