The Scuttlebutt

The Scuttlebutt

Home
Notes
Chat
Archive
About

Sam Altman (mentioned)

"I'd rather have 10% inflation than a recession": Basis Points on the Fed hike
12 arguments: Why one host wants the whole Fed removed, why both stopped wanting to own Anthropic in the same week, and the two-year political ad cycle…
 • The Scuttlebutt
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…
 • The Scuttlebutt
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…
 • The Scuttlebutt
"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…
 • The Scuttlebutt
Link Ventures founder: the AI labs asked the wrong administration for a waiver
16 takeaways: Why the panel calls the agreement a safety cartel, the one proposal they think China would accept, and what they say is really behind…
 • 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
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…
 • 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
AFR markets reporter on Cathie Wood: "Her fund fell 23% in 2021 and then 67% in 2022"
11 insights: Her case for global GDP growth above 7% by 2030, the $500K Bitcoin base case, and the US data-center backlash she says keeps her up at…
 • The Scuttlebutt
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…
 • The Scuttlebutt
Carson macro strategist on circuit boards: "up 65% annualized over the last 3 months"
13 numbers: The 139% year-over-year move in circuit board prices, why a 4.5% policy rate is still loose against 8% nominal growth, and the 16 points of…
 • The Scuttlebutt
Top-100 enterprise token budgets are up 2-5x in a year, Bloomberg Intelligence finds
5 insights: What the survey says about real spending, why one agent experiment changed the safety conversation, and the audit requirement he expects…
 • The Scuttlebutt
© 2026 The Golden Age LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture