The Scuttlebutt

The Scuttlebutt

Home
Notes
Chat
Archive
About

Robinhood - $HOOD

Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure
10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…
 • The Scuttlebutt
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…
 • The Scuttlebutt
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…
 • The Scuttlebutt
"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…
 • The Scuttlebutt
20VC's trio: OpenAI's agents made 15K edits to a dead wiki to skirt guardrails
16 takeaways: Why Index walked out of Town's round, what $170M of secondary two years after founding says about deal terms, and the model release that…
 • The Scuttlebutt
Buy Hold Rant: Meta's Muse Added $90B to Its Market Cap in a Day
7 takeaways: ChatGPT's Astra undercuts Opus on price, Tesla's cybercab math nets Tesla just 1% more revenue, and why Micron still beats Broadcom
 • The Scuttlebutt
Brian Moynihan: the Fed's delinquency data still counts charge-offs from 2 years ago
9 takeaways: Why he says bank charge-off rates are as low as they have been in years, what August card spending shows, and why AI has not cut the 2K…
 • The Scuttlebutt
Harshit Geddam: 1,000 subscribers at $10 a month makes a creator $10K on his app
10 takeaways: 2M of paper-trading volume from 700 users, a credibility score that ranks traders the way LinkedIn ranks careers, and the 60-70% of volume…
 • The Scuttlebutt
Ranjan Roy: Why the Anthropic-Salesforce deal makes sense for neither company, how Meta's plan to replace staff with AI imploded, and the…
He reads Dario Amodei's friendly turn as pre-IPO comms, says Meta's teen-safety settlement finally delivers two fixes he proposed back in 2019, and…
 • The Scuttlebutt
Imran Khan: Why Nvidia's circular revenue is already priced in at 15 times, what Jensen is really buying with those checks, and where he…
Why memory's story has gone from a 10 to an 8, what Seoul investors only wanted to ask about, why Salesforce's quarter is better than it reads, and who…
 • The Scuttlebutt
© 2026 The Golden Age LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture