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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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Cybersecurity is where the most startups now work with Mars, says its digital chief
13 takeaways: Why a bought CRM beat a built one at Royal Canin, the Work-Bench rule of buy to operate and build to differentiate, and the headache she…
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Atlassian's chief AI officer on the SaaS threat: "We are in 85% of the Fortune 500"
11 lessons: The context graph that cuts a coding agent's token use by 48%, the agent that removed 85% of a Mercedes-Benz triage job, and why vibe-coded…
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Jensen Huang: a gigawatt AI factory now returns its whole cost in about 1 year
8 takeaways: Why a Grace Blackwell rents at $16 a GPU hour against $5 a year ago, the third kind of data center he says is coming, and why compute can…
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Clari CEO: at least one stalled AI startup a day comes looking for a buyer
12 arguments: Why he says the SaaS-is-dead selloff was a buying opportunity, what actually kills an acquisition, and the three things he runs a…
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Dan Ives: the street is assuming half of Oracle's backlog never converts
4 takeaways: Why he thinks Oracle's quarter proves the street is too pessimistic, what gets software out of "the penalty box," and why chips still come…
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Facts vs Feelings: markets now price Fed hike odds over a cut
9 takeaways: why the jobless rate's record streak is real, what's quietly skewing wage growth, and how markets are now pricing Fed hike odds over a cut
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Gavin Baker: he asked every AI company for one number getting worse, and nobody had one | a16z
Why he thinks compute stays short through 2028, the 30% cut Kimi's license takes out of open-weights revenue, and the case for moving a growing share of…
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Aaron Katz: the bubble consensus is the belief he thinks is wrong, and ClickHouse could list next year but won't | 20VC
Why durability of revenue is the risk he would watch, what changes when agents rather than humans pick the database, and the date he takes the under on…
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Tara Seshan: build for the models two to three months out, and never automate writing as thinking | Lenny's Podcast
Why steering replaced rowing as the job, what ChatGPT's work mode is really running underneath, and what Sutter Hill taught her about selling a product…
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Thomas Hughes: Nvidia is still a buy after the print, Okta gets paid for every bot, and the drone stock he says has stopped falling …
His five September picks, why he says the market still has AI fundamentally wrong, the level that would turn MongoDB into a buy, and the one name on the…
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