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Zerodha's Weekly Tidbits: India's electronics deficit with China hit $43.1B in FY26
12 takeaways: why $30 LNG is closing Bangladeshi factories, what the RBI did with 2.23 lakh crore rupees, and who actually owns India's public EV…
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BNY Wealth CIO: missing the 10 best days of the year costs 5% a year for 20 years
8 takeaways: Why she says no central bank can get inflation back to 2%, where BNY is underweight bonds, and her case for a math major in the age of AI
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Cerebras CEO: 18 months at $8M a month and they still couldn't make the chip
18 takeaways: Why a chip startup has to aim at 100x rather than 50% better, how a fab that costs $40B turns out a $22 chip, and the one person he says…
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Scott Keogh: Scout starts in the high fifties, against rivals in the high seventies
10 insights: the four-cylinder generator that gives an electric SUV 500 miles, why 85% of his retail spending goes into service, and what one interior…
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Scott Bessent: the US goes to 80% of global computing power by 2028, from 60% now
11 takeaways: The 35% of advanced chipmaking he wants onshore, why he says the Strait of Hormuz stops mattering in 2 yrs, and the profits number the…
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Joel Litman and Rob Spivey: negative free cash flow is a buy signal, except at Oracle
9 takeaways: Why ASML is lifting output of its chipmaking machines from 85 a year to 110, the $60B contractor nobody has heard of, and the mortgage…
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Robert Mendelsohn and Eric Olszewski: Actinide rebuilt a Manhattan Project machine to enrich uranium in Dallas | TBPN
The Actinide co-founders on why America buys reactor fuel from Russia, what superconducting magnets changed about an eighty-year-old separator, and the…
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